Arkadios Wealth Advisors’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 | $366K | Buy |
4,395
+1,811
| +70% | +$151K | 0.01% | 954 |
|
|
2025
Q1 | $207K | Buy |
+2,584
| New | +$207K | 0.01% | 1025 |
|
|
2021
Q4 | – | Sell |
-66
| Closed | -$3K | – | 1165 |
|
|
2021
Q3 | $3K | Sell |
66
-30
| -31% | -$1.36K | ﹤0.01% | 1708 |
|
|
2021
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1766 |
|
|
2021
Q1 | $4K | Buy |
96
+22
| +30% | +$917 | ﹤0.01% | 1413 |
|
|
2020
Q4 | $3K | Buy |
74
+17
| +30% | +$689 | ﹤0.01% | 1202 |
|
|
2020
Q3 | $2.12K | Buy |
57
+25
| +78% | +$930 | ﹤0.01% | 934 |
|
|
2020
Q2 | $951 | Sell |
32
-129
| -80% | -$3.83K | ﹤0.01% | 895 |
|
|
2020
Q1 | $3.99K | Buy |
+161
| New | +$3.99K | ﹤0.01% | 832 |
|