Beacon Pointe Advisors’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 | $452K | Sell |
5,434
-129
| -2% | -$10.7K | ﹤0.01% | 901 |
|
|
2025
Q1 | $445K | Sell |
5,563
-62
| -1% | -$4.96K | 0.01% | 870 |
|
|
2024
Q4 | $509K | Buy |
5,625
+442
| +9% | +$40K | 0.01% | 818 |
|
|
2024
Q3 | $509K | Sell |
5,183
-368
| -7% | -$36.1K | 0.01% | 840 |
|
|
2024
Q2 | $504K | Sell |
5,551
-725
| -12% | -$65.9K | 0.01% | 853 |
|
|
2024
Q1 | $596K | Sell |
6,276
-69
| -1% | -$6.55K | 0.01% | 842 |
|
|
2023
Q4 | $491K | Sell |
6,345
-203
| -3% | -$15.7K | 0.01% | 903 |
|
|
2023
Q3 | $417K | Buy |
6,548
+125
| +2% | +$7.97K | 0.01% | 936 |
|
|
2023
Q2 | $420K | Buy |
6,423
+141
| +2% | +$9.22K | 0.01% | 763 |
|
|
2023
Q1 | $365K | Sell |
6,282
-382
| -6% | -$22.2K | 0.01% | 856 |
|
|
2022
Q4 | $348K | Sell |
6,664
-524
| -7% | -$27.4K | 0.01% | 812 |
|
|
2022
Q3 | $309K | Buy |
7,188
+70
| +1% | +$3.01K | 0.01% | 786 |
|
|
2022
Q2 | $297K | Sell |
7,118
-1,539
| -18% | -$64.2K | 0.01% | 830 |
|
|
2022
Q1 | $436K | Buy |
+8,657
| New | +$436K | 0.01% | 841 |
|
|
2021
Q4 | – | Sell |
-6,076
| Closed | -$306K | – | 972 |
|
|
2021
Q3 | $306K | Buy |
+6,076
| New | +$306K | 0.01% | 698 |
|