BWAM
Boyd Watterson Asset Management’s Ingersoll Rand IR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $122K | Buy |
1,472
+158
| +12% | +$13.1K | 0.04% | 147 |
|
2025
Q1 | $105K | Hold |
1,314
| – | – | 0.03% | 152 |
|
2024
Q4 | $119K | Hold |
1,314
| – | – | 0.03% | 147 |
|
2024
Q3 | $129K | Hold |
1,314
| – | – | 0.04% | 138 |
|
2024
Q2 | $119K | Hold |
1,314
| – | – | 0.03% | 137 |
|
2024
Q1 | $125K | Hold |
1,314
| – | – | 0.04% | 136 |
|
2023
Q4 | $102K | Sell |
1,314
-154
| -10% | -$11.9K | 0.04% | 149 |
|
2023
Q3 | $93.5K | Hold |
1,468
| – | – | 0.04% | 147 |
|
2023
Q2 | $95.9K | Hold |
1,468
| – | – | 0.04% | 149 |
|
2023
Q1 | $85.4K | Hold |
1,468
| – | – | 0.03% | 160 |
|
2022
Q4 | $76.7K | Buy |
+1,468
| New | +$76.7K | 0.03% | 170 |
|