Charter Oak Capital Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-351
| Closed | -$18K | – | 965 |
|
|
2022
Q1 | $18K | Buy |
351
+95
| +37% | +$4.87K | ﹤0.01% | 535 |
|
|
2021
Q4 | $16K | Hold |
256
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $13K | Buy |
256
+14
| +6% | +$711 | ﹤0.01% | 539 |
|
|
2021
Q2 | $12K | Hold |
242
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $12K | Hold |
242
| – | – | ﹤0.01% | 516 |
|
|
2020
Q4 | $11K | Buy |
+242
| New | +$11K | ﹤0.01% | 494 |
|