Montag & Associates’s Voya Financial VOYA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,590
| Closed | -$434K | – | 289 |
|
|
2018
Q1 | $434K | Sell |
8,590
-3,577
| -29% | -$181K | 0.04% | 218 |
|
|
2017
Q4 | $602K | Hold |
12,167
| – | – | 0.06% | 206 |
|
|
2017
Q3 | $485K | Sell |
12,167
-9,121
| -43% | -$364K | 0.05% | 193 |
|
|
2017
Q2 | $785K | Sell |
21,288
-101,441
| -83% | -$3.74M | 0.09% | 154 |
|
|
2017
Q1 | $4.66M | Buy |
+122,729
| New | +$4.66M | 0.52% | 54 |
|