Plante Moran Financial Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-557
| Closed | -$9.55K | – | 899 |
|
2024
Q2 | $9.55K | Buy |
+557
| New | +$9.55K | ﹤0.01% | 584 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 855 |
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$36.5K | – | 869 |
|
2022
Q4 | $36.5K | Buy |
+3,000
| New | +$36.5K | 0.01% | 356 |
|
2018
Q3 | – | Sell |
-2,950
| Closed | -$42K | – | 798 |
|
2018
Q2 | $42K | Buy |
2,950
+1,450
| +97% | +$20.6K | 0.02% | 363 |
|
2018
Q1 | $25K | Hold |
1,500
| – | – | 0.01% | 463 |
|
2017
Q4 | $28K | Buy |
+1,500
| New | +$28K | 0.02% | 445 |
|
2017
Q1 | – | Sell |
-128
| Closed | -$2K | – | 942 |
|
2016
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 852 |
|
2014
Q1 | – | Sell |
-551
| Closed | -$8K | – | 659 |
|
2013
Q4 | $8K | Buy |
+551
| New | +$8K | ﹤0.01% | 483 |
|