Barlow 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
-2,811
Closed -$281K 147
2024
Q3
$281K Hold
2,811
0.04% 122
2024
Q2
$269K Hold
2,811
0.04% 123
2024
Q1
$258K Sell
2,811
-334
-11% -$30.7K 0.04% 127
2023
Q4
$243K Buy
+3,145
New +$243K 0.03% 130