Baldwin Wealth Partners’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 | – | Sell |
-241
| Closed | -$23.7K | – | 628 |
|
|
2024
Q3 | $23.7K | Buy |
+241
| New | +$23.7K | ﹤0.01% | 676 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$1.28K | – | 776 |
|
|
2023
Q1 | $1.28K | Hold |
22
| – | – | ﹤0.01% | 744 |
|
|
2022
Q4 | $1.15K | Sell |
22
-97
| -82% | -$5.07K | ﹤0.01% | 736 |
|
|
2022
Q3 | $5K | Sell |
119
-31
| -21% | -$1.3K | ﹤0.01% | 562 |
|
|
2022
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 538 |
|
|
2021
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 482 |
|
|
2020
Q3 | $5K | Sell |
150
-23
| -13% | -$767 | ﹤0.01% | 470 |
|
|
2020
Q2 | $5K | Sell |
173
-650
| -79% | -$18.8K | ﹤0.01% | 472 |
|
|
2020
Q1 | $20K | Buy |
+823
| New | +$20K | ﹤0.01% | 375 |
|