Mount Yale Investment Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $553K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $964K | Buy |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $76K | Sell |
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|
2020
Q2 | $76K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $481K | Buy |
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|
2018
Q4 | $479K | Buy |
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|
2018
Q3 | $153K | Buy |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $145K | Buy |
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