Bartlett & Co Wealth Management’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 | $22.7K | Sell |
273
-79
| -22% | -$6.57K | ﹤0.01% | 793 |
|
|
2025
Q1 | $28.2K | Sell |
352
-98
| -22% | -$7.84K | ﹤0.01% | 760 |
|
|
2024
Q4 | $40.7K | Hold |
450
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $44.2K | Buy |
450
+50
| +13% | +$4.91K | ﹤0.01% | 676 |
|
|
2024
Q2 | $36.3K | Buy |
400
+61
| +18% | +$5.54K | ﹤0.01% | 716 |
|
|
2024
Q1 | $32.2K | Sell |
339
-161
| -32% | -$15.3K | ﹤0.01% | 731 |
|
|
2023
Q4 | $38.9K | Buy |
500
+100
| +25% | +$7.78K | ﹤0.01% | 747 |
|
|
2023
Q3 | $25.5K | Hold |
400
| – | – | ﹤0.01% | 768 |
|
|
2023
Q2 | $26.1K | Hold |
400
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $23.3K | Buy |
400
+200
| +100% | +$11.6K | ﹤0.01% | 687 |
|
|
2022
Q4 | $10.5K | Sell |
200
-100
| -33% | -$5.23K | ﹤0.01% | 822 |
|
|
2022
Q3 | $13K | Buy |
300
+100
| +50% | +$4.33K | ﹤0.01% | 781 |
|
|
2022
Q2 | $8.42K | Sell |
200
-200
| -50% | -$8.42K | ﹤0.01% | 906 |
|
|
2022
Q1 | $20.1K | Buy |
+400
| New | +$20.1K | ﹤0.01% | 730 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$15.1K | – | 637 |
|
|
2021
Q3 | $15.1K | Buy |
300
+100
| +50% | +$5.04K | ﹤0.01% | 664 |
|
|
2021
Q2 | $9.76K | Sell |
200
-100
| -33% | -$4.88K | ﹤0.01% | 692 |
|
|
2021
Q1 | $14.8K | Buy |
300
+100
| +50% | +$4.92K | ﹤0.01% | 697 |
|
|
2020
Q4 | $9.11K | Sell |
200
-100
| -33% | -$4.56K | ﹤0.01% | 739 |
|
|
2020
Q3 | $10.7K | Buy |
300
+200
| +200% | +$7.12K | ﹤0.01% | 678 |
|
|
2020
Q2 | $2.81K | Sell |
100
-100
| -50% | -$2.81K | ﹤0.01% | 771 |
|
|
2020
Q1 | $4.96K | Buy |
+200
| New | +$4.96K | ﹤0.01% | 719 |
|