B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $215K | Sell |
2,374
-3,354
| -59% | -$303K | 0.01% | 1012 |
|
|
2024
Q3 | $564K | Buy |
5,728
+2,122
| +59% | +$209K | 0.02% | 699 |
|
|
2024
Q2 | $328K | Buy |
3,606
+494
| +16% | +$44.9K | 0.01% | 990 |
|
|
2024
Q1 | $201K | Buy |
3,112
+399
| +15% | +$25.7K | 0.01% | 1277 |
|
|
2023
Q4 | $212K | Sell |
2,713
-399
| -13% | -$31.1K | 0.01% | 1229 |
|
|
2023
Q3 | $201K | Buy |
+3,112
| New | +$201K | 0.01% | 1277 |
|