Berman Capital Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $87K | Buy |
1,726
+737
| +75% | +$37.1K | 0.01% | 481 |
|
|
2021
Q2 | $48K | Buy |
989
+680
| +220% | +$33K | 0.01% | 599 |
|
|
2021
Q1 | $15K | Hold |
309
| – | – | ﹤0.01% | 896 |
|
|
2020
Q4 | $14K | Buy |
309
+33
| +12% | +$1.5K | ﹤0.01% | 786 |
|
|
2020
Q3 | $9K | Hold |
276
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $7K | Sell |
276
-73
| -21% | -$1.85K | ﹤0.01% | 880 |
|
|
2020
Q1 | $7K | Buy |
+349
| New | +$7K | ﹤0.01% | 774 |
|