Bartlett & Co’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $39K | Buy |
500
+100
| +25% | +$7.8K | ﹤0.01% | 747 |
|
|
2023
Q3 | $25K | Hold |
400
| – | – | ﹤0.01% | 772 |
|
|
2023
Q2 | $26K | Hold |
400
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $23K | Buy |
400
+200
| +100% | +$11.5K | ﹤0.01% | 688 |
|
|
2022
Q4 | $10K | Sell |
200
-100
| -33% | -$5K | ﹤0.01% | 826 |
|
|
2022
Q3 | $13K | Buy |
300
+100
| +50% | +$4.33K | ﹤0.01% | 779 |
|
|
2022
Q2 | $8K | Sell |
200
-200
| -50% | -$8K | ﹤0.01% | 914 |
|
|
2022
Q1 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 730 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$15K | – | 637 |
|
|
2021
Q3 | $15K | Buy |
300
+100
| +50% | +$5K | ﹤0.01% | 663 |
|
|
2021
Q2 | $10K | Sell |
200
-100
| -33% | -$5K | ﹤0.01% | 688 |
|
|
2021
Q1 | $15K | Buy |
300
+100
| +50% | +$5K | ﹤0.01% | 693 |
|
|
2020
Q4 | $9K | Sell |
200
-100
| -33% | -$4.5K | ﹤0.01% | 739 |
|
|
2020
Q3 | $11K | Buy |
300
+200
| +200% | +$7.33K | ﹤0.01% | 671 |
|
|
2020
Q2 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 768 |
|
|
2020
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 720 |
|