Cavalier Investments’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,058
| Closed | -$1.38M | – | 80 |
|
|
2024
Q3 | $1.38M | Buy |
14,058
+828
| +6% | +$81.3K | 0.42% | 53 |
|
|
2024
Q2 | $1.2M | Buy |
13,230
+372
| +3% | +$33.8K | 0.37% | 53 |
|
|
2024
Q1 | $1.22M | Buy |
12,858
+681
| +6% | +$64.7K | 0.45% | 52 |
|
|
2023
Q4 | $942K | Buy |
12,177
+288
| +2% | +$22.3K | 0.35% | 62 |
|
|
2023
Q3 | $758K | Buy |
11,889
+419
| +4% | +$26.7K | 0.3% | 67 |
|
|
2023
Q2 | $750K | Buy |
+11,470
| New | +$750K | 0.27% | 69 |
|