BSW Wealth Partners’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,436
| Closed | -$498K | – | 310 |
|
|
2023
Q4 | $498K | Buy |
6,436
+74
| +1% | +$5.72K | 0.1% | 125 |
|
|
2023
Q3 | $405K | Sell |
6,362
-1,176
| -16% | -$74.9K | 0.09% | 129 |
|
|
2023
Q2 | $493K | Sell |
7,538
-38
| -0.5% | -$2.48K | 0.1% | 111 |
|
|
2023
Q1 | $441K | Buy |
7,576
+254
| +3% | +$14.8K | 0.09% | 156 |
|
|
2022
Q4 | $383K | Sell |
7,322
-36
| -0.5% | -$1.88K | 0.08% | 172 |
|
|
2022
Q3 | $318K | Buy |
7,358
+896
| +14% | +$38.7K | 0.08% | 170 |
|
|
2022
Q2 | $272K | Buy |
6,462
+827
| +15% | +$34.8K | 0.07% | 205 |
|
|
2022
Q1 | $284K | Buy |
5,635
+559
| +11% | +$28.2K | 0.07% | 212 |
|
|
2021
Q4 | $314K | Buy |
5,076
+586
| +13% | +$36.3K | 0.08% | 191 |
|
|
2021
Q3 | $226K | Buy |
+4,490
| New | +$226K | 0.06% | 222 |
|