Atlas Private 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 | $298K | Hold |
3,585
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $287K | Buy |
3,585
+53
| +2% | +$4.24K | 0.04% | 148 |
|
|
2024
Q4 | $319K | Buy |
3,532
+2
| +0.1% | +$181 | 0.05% | 128 |
|
|
2024
Q3 | $347K | Hold |
3,530
| – | – | 0.05% | 113 |
|
|
2024
Q2 | $321K | Buy |
+3,530
| New | +$321K | 0.05% | 114 |
|
|
2024
Q1 | – | Sell |
-3,528
| Closed | -$273K | – | 139 |
|
|
2023
Q4 | $273K | Hold |
3,528
| – | – | 0.05% | 128 |
|
|
2023
Q3 | $225K | Hold |
3,528
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $231K | Buy |
+3,528
| New | +$231K | 0.05% | 167 |
|
|
2021
Q4 | – | Sell |
-1,764
| Closed | -$89K | – | 424 |
|
|
2021
Q3 | $89K | Hold |
1,764
| – | – | 0.05% | 181 |
|
|
2021
Q2 | $86K | Sell |
1,764
-60
| -3% | -$2.93K | 0.05% | 178 |
|
|
2021
Q1 | $90K | Buy |
1,824
+18
| +1% | +$888 | 0.05% | 173 |
|
|
2020
Q4 | $82K | Buy |
1,806
+42
| +2% | +$1.91K | 0.06% | 169 |
|
|
2020
Q3 | $63K | Hold |
1,764
| – | – | 0.05% | 178 |
|
|
2020
Q2 | $50K | Buy |
+1,764
| New | +$50K | 0.04% | 203 |
|