AE Wealth Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
2,916
+151
| +5% | +$12.6K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $221K | Buy |
+2,765
| New | +$221K | ﹤0.01% | 1230 |
|
|
2024
Q1 | – | Sell |
-17,199
| Closed | -$1.36M | – | 1571 |
|
|
2023
Q4 | $1.36M | Buy |
17,199
+3,130
| +22% | +$248K | 0.01% | 1047 |
|
|
2023
Q3 | $896K | Buy |
14,069
+66
| +0.5% | +$4.21K | 0.01% | 1135 |
|
|
2023
Q2 | $915K | Buy |
14,003
+1,857
| +15% | +$121K | 0.01% | 1121 |
|
|
2023
Q1 | $707K | Sell |
12,146
-798
| -6% | -$46.4K | ﹤0.01% | 1189 |
|
|
2022
Q4 | $676K | Buy |
12,944
+475
| +4% | +$24.8K | ﹤0.01% | 1153 |
|
|
2022
Q3 | $539K | Sell |
12,469
-635
| -5% | -$27.4K | ﹤0.01% | 1216 |
|
|
2022
Q2 | $551K | Sell |
13,104
-36
| -0.3% | -$1.51K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $662K | Sell |
13,140
-718
| -5% | -$36.2K | ﹤0.01% | 1086 |
|
|
2021
Q4 | $857K | Buy |
13,858
+720
| +5% | +$44.5K | 0.01% | 993 |
|
|
2021
Q3 | $662K | Buy |
13,138
+987
| +8% | +$49.7K | 0.01% | 1033 |
|
|
2021
Q2 | $593K | Sell |
12,151
-561
| -4% | -$27.4K | 0.01% | 1081 |
|
|
2021
Q1 | $626K | Sell |
12,712
-1,560
| -11% | -$76.8K | 0.01% | 925 |
|
|
2020
Q4 | $650K | Buy |
14,272
+1,002
| +8% | +$45.6K | 0.01% | 867 |
|
|
2020
Q3 | $472K | Sell |
13,270
-1,398
| -10% | -$49.7K | 0.01% | 894 |
|
|
2020
Q2 | $412K | Sell |
14,668
-208
| -1% | -$5.84K | 0.01% | 934 |
|
|
2020
Q1 | $369K | Buy |
14,876
+8,995
| +153% | +$223K | 0.01% | 793 |
|
|
2019
Q4 | $216K | Buy |
+5,881
| New | +$216K | ﹤0.01% | 1040 |
|
|
2019
Q3 | – | Sell |
-9,891
| Closed | -$342K | – | 1021 |
|
|
2019
Q2 | $342K | Buy |
+9,891
| New | +$342K | 0.01% | 706 |
|