Avantax Advisory Services’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 | $744K | Buy |
8,940
+959
| +12% | +$79.8K | ﹤0.01% | 1338 |
|
|
2025
Q1 | $639K | Sell |
7,981
-2,746
| -26% | -$220K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $970K | Buy |
10,727
+5,083
| +90% | +$460K | 0.01% | 1052 |
|
|
2024
Q3 | $554K | Buy |
5,644
+227
| +4% | +$22.3K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $492K | Buy |
5,417
+2,917
| +117% | +$265K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $237K | Buy |
+2,500
| New | +$237K | ﹤0.01% | 1439 |
|