Belpointe Asset 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
Q1 | – | Sell |
-2,567
| Closed | -$235K | – | 981 |
|
2024
Q4 | $235K | Buy |
2,567
+432
| +20% | +$39.5K | 0.01% | 749 |
|
2024
Q3 | $210K | Sell |
2,135
-450
| -17% | -$44.2K | 0.01% | 791 |
|
2024
Q2 | $235K | Buy |
2,585
+90
| +4% | +$8.18K | 0.02% | 671 |
|
2024
Q1 | $237K | Buy |
+2,495
| New | +$237K | 0.02% | 691 |
|
2023
Q2 | – | Sell |
-1,426
| Closed | -$83K | – | 1939 |
|
2023
Q1 | $83K | Buy |
1,426
+397
| +39% | +$23.1K | ﹤0.01% | 1415 |
|
2022
Q4 | $53.8K | Buy |
+1,029
| New | +$53.8K | ﹤0.01% | 1562 |
|