BerganKDV Wealth Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.27M | Sell |
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2023
Q1 | $1.44M | Hold |
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2022
Q4 | $1.29M | Hold |
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2022
Q3 | $1.07M | Hold |
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2022
Q2 | $1.04M | Sell |
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2022
Q1 | $1.25M | Hold |
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2021
Q4 | $1.53M | Hold |
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2021
Q3 | $1.25M | Hold |
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2021
Q2 | $1.21M | Hold |
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2021
Q1 | $1.22M | Hold |
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2020
Q4 | $1.13M | Hold |
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2020
Q3 | $883K | Sell |
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2020
Q2 | $699K | Sell |
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2020
Q1 | $617K | Buy |
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