BWM
BerganKDV Wealth Management’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.27M | Sell |
19,492
-5,232
| -21% | -$342K | 0.13% | 119 |
|
|
2023
Q1 | $1.44M | Hold |
24,724
| – | – | 0.15% | 107 |
|
|
2022
Q4 | $1.29M | Hold |
24,724
| – | – | 0.14% | 108 |
|
|
2022
Q3 | $1.07M | Hold |
24,724
| – | – | 0.13% | 119 |
|
|
2022
Q2 | $1.04M | Sell |
24,724
-70
| -0.3% | -$2.95K | 0.12% | 126 |
|
|
2022
Q1 | $1.25M | Hold |
24,794
| – | – | 0.13% | 117 |
|
|
2021
Q4 | $1.53M | Hold |
24,794
| – | – | 0.16% | 105 |
|
|
2021
Q3 | $1.25M | Hold |
24,794
| – | – | 0.14% | 115 |
|
|
2021
Q2 | $1.21M | Hold |
24,794
| – | – | 0.14% | 112 |
|
|
2021
Q1 | $1.22M | Hold |
24,794
| – | – | 0.16% | 108 |
|
|
2020
Q4 | $1.13M | Hold |
24,794
| – | – | 0.16% | 105 |
|
|
2020
Q3 | $883K | Sell |
24,794
-70
| -0.3% | -$2.49K | 0.14% | 107 |
|
|
2020
Q2 | $699K | Sell |
24,864
-8
| -0% | -$225 | 0.12% | 121 |
|
|
2020
Q1 | $617K | Buy |
+24,872
| New | +$617K | 0.13% | 117 |
|