Atlas Capital 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
Q1 | – | Sell |
-770
| Closed | -$69.7K | – | 1001 |
|
2024
Q4 | $69.7K | Hold |
770
| – | – | 0.01% | 558 |
|
2024
Q3 | $75.6K | Hold |
770
| – | – | 0.01% | 522 |
|
2024
Q2 | $69.9K | Sell |
770
-37
| -5% | -$3.36K | 0.01% | 548 |
|
2024
Q1 | $76.6K | Hold |
807
| – | – | 0.01% | 512 |
|
2023
Q4 | $62.4K | Hold |
807
| – | – | 0.01% | 558 |
|
2023
Q3 | $51.4K | Hold |
807
| – | – | 0.01% | 536 |
|
2023
Q2 | $52.7K | Hold |
807
| – | – | 0.01% | 560 |
|
2023
Q1 | $47K | Hold |
807
| – | – | 0.01% | 575 |
|
2022
Q4 | $42.2K | Hold |
807
| – | – | 0.01% | 564 |
|
2022
Q3 | $34.9K | Hold |
807
| – | – | 0.01% | 579 |
|
2022
Q2 | $34K | Hold |
807
| – | – | 0.01% | 613 |
|
2022
Q1 | $40.6K | Hold |
807
| – | – | 0.01% | 568 |
|
2021
Q4 | $49.9K | Hold |
807
| – | – | 0.01% | 535 |
|
2021
Q3 | $40.7K | Hold |
807
| – | – | 0.01% | 544 |
|
2021
Q2 | $39.4K | Buy |
807
+16
| +2% | +$781 | 0.01% | 556 |
|
2021
Q1 | $38.9K | Hold |
791
| – | – | 0.01% | 521 |
|
2020
Q4 | $36K | Buy |
+791
| New | +$36K | 0.01% | 495 |
|
2020
Q3 | – | Sell |
-791
| Closed | -$22.2K | – | 438 |
|
2020
Q2 | $22.2K | Hold |
791
| – | – | 0.01% | 539 |
|
2020
Q1 | $19.6K | Buy |
+791
| New | +$19.6K | 0.01% | 517 |
|