Alterna 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
2023
Q3
Sell
-4,137
Closed -$270K 93
2023
Q2
$270K Buy
4,137
+242
+6% +$15.8K 0.31% 66
2023
Q1
$227K Buy
+3,895
New +$227K 0.28% 76
2022
Q2
Sell
-5,150
Closed -$259K 109
2022
Q1
$259K Buy
+5,150
New +$259K 0.22% 78