Avantax Planning Partners’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 |
-2,397
| Closed | -$217K | – | 448 |
|
|
2024
Q4 | $217K | Hold |
2,397
| – | – | 0.01% | 402 |
|
|
2024
Q3 | $235K | Sell |
2,397
-123
| -5% | -$12.1K | 0.01% | 386 |
|
|
2024
Q2 | $229K | Hold |
2,520
| – | – | 0.01% | 413 |
|
|
2024
Q1 | $239K | Sell |
2,520
-116
| -4% | -$11K | 0.01% | 411 |
|
|
2023
Q4 | $204K | Buy |
+2,636
| New | +$204K | 0.01% | 357 |
|
|
2023
Q3 | – | Sell |
-4,047
| Closed | -$265K | – | 378 |
|
|
2023
Q2 | $265K | Buy |
4,047
+146
| +4% | +$9.54K | 0.01% | 318 |
|
|
2023
Q1 | $227K | Sell |
3,901
-172
| -4% | -$10K | 0.01% | 335 |
|
|
2022
Q4 | $213K | Buy |
+4,073
| New | +$213K | 0.01% | 347 |
|
|
2022
Q2 | – | Sell |
-4,121
| Closed | -$207K | – | 357 |
|
|
2022
Q1 | $207K | Sell |
4,121
-97
| -2% | -$4.87K | 0.01% | 337 |
|
|
2021
Q4 | $261K | Hold |
4,218
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $213K | Hold |
4,218
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $206K | Buy |
+4,218
| New | +$206K | 0.01% | 306 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$1K | – | 826 |
|
|
2018
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1707 |
|