Mount Yale Investment Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
47,036
+18,784
| +66% | +$411K | 0.08% | 200 |
|
|
2025
Q1 | $553K | Sell |
28,252
-1,230
| -4% | -$24.1K | 0.05% | 309 |
|
|
2024
Q4 | $462K | Sell |
29,482
-3,104
| -10% | -$48.6K | 0.04% | 354 |
|
|
2024
Q3 | $592K | Sell |
32,586
-2,752
| -8% | -$50K | 0.06% | 308 |
|
|
2024
Q2 | $606K | Sell |
35,338
-638
| -2% | -$10.9K | 0.05% | 306 |
|
|
2024
Q1 | $593K | Buy |
35,976
+1,458
| +4% | +$24K | 0.05% | 318 |
|
|
2023
Q4 | $518K | Buy |
34,518
+1,802
| +6% | +$27.1K | 0.05% | 312 |
|
|
2023
Q3 | $431K | Buy |
32,716
+1,422
| +5% | +$18.7K | 0.05% | 327 |
|
|
2023
Q2 | $422K | Buy |
31,294
+2,664
| +9% | +$35.9K | 0.04% | 329 |
|
|
2023
Q1 | $340K | Sell |
28,630
-50,563
| -64% | -$600K | 0.04% | 355 |
|
|
2022
Q4 | $964K | Buy |
79,193
+2,515
| +3% | +$30.6K | 0.11% | 188 |
|
|
2022
Q3 | $652K | Buy |
76,678
+3,732
| +5% | +$31.7K | 0.09% | 235 |
|
|
2022
Q2 | $724K | Buy |
72,946
+17,178
| +31% | +$170K | 0.09% | 223 |
|
|
2022
Q1 | $582K | Buy |
55,768
+25,086
| +82% | +$262K | 0.06% | 281 |
|
|
2021
Q4 | $427K | Buy |
30,682
+2,010
| +7% | +$28K | 0.04% | 314 |
|
|
2021
Q3 | $415K | Buy |
+28,672
| New | +$415K | 0.05% | 309 |
|
|
2020
Q4 | – | Sell |
-10,704
| Closed | -$76K | – | 408 |
|
|
2020
Q3 | $76K | Sell |
10,704
-253
| -2% | -$1.8K | 0.01% | 347 |
|
|
2020
Q2 | $76K | Buy |
+10,957
| New | +$76K | 0.01% | 329 |
|
|
2020
Q1 | – | Sell |
-19,455
| Closed | -$211K | – | 315 |
|
|
2019
Q4 | $211K | Sell |
19,455
-949
| -5% | -$10.3K | 0.04% | 308 |
|
|
2019
Q3 | $243K | Sell |
20,404
-21,302
| -51% | -$254K | 0.04% | 283 |
|
|
2019
Q2 | $421K | Buy |
41,706
+2,112
| +5% | +$21.3K | 0.08% | 216 |
|
|
2019
Q1 | $481K | Buy |
39,594
+555
| +1% | +$6.74K | 0.09% | 180 |
|
|
2018
Q4 | $479K | Buy |
39,039
+27,326
| +233% | +$335K | 0.1% | 181 |
|
|
2018
Q3 | $153K | Buy |
11,713
+2,052
| +21% | +$26.8K | 0.03% | 329 |
|
|
2018
Q2 | $138K | Buy |
9,661
+1,081
| +13% | +$15.4K | 0.03% | 370 |
|
|
2018
Q1 | $145K | Buy |
+8,580
| New | +$145K | 0.03% | 343 |
|