Clearstead Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.2K | Sell |
639
-1,035
| -62% | -$91.4K | ﹤0.01% | 1276 |
|
|
2025
Q4 | $133K | Buy |
1,674
+804
| +92% | +$63.5K | ﹤0.01% | 1040 |
|
|
2025
Q3 | $71.9K | Sell |
870
-253
| -23% | -$20.7K | ﹤0.01% | 1160 |
|
|
2025
Q2 | $93.4K | Buy |
1,123
+1,011
| +903% | +$79.7K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $8.96K | Sell |
112
-39
| -26% | -$3.4K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $13.7K | Sell |
151
-113
| -43% | -$11.3K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $25.9K | Buy |
264
+61
| +30% | +$5.67K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $18.4K | Buy |
203
+93
| +85% | +$8.55K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $9.99K | Sell |
110
-25
| -19% | -$2.14K | ﹤0.01% | 1055 |
|
|
2023
Q4 | $10.4K | Sell |
135
-468
| -78% | -$32K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $38.4K | Buy |
603
+493
| +448% | +$32.8K | ﹤0.01% | 925 |
|
|
2023
Q2 | $7.19K | Hold |
110
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q1 | $6.4K | Hold |
110
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q4 | $5.75K | Hold |
110
| – | – | ﹤0.01% | 968 |
|
|
2022
Q3 | $5K | Sell |
110
-474
| -81% | -$22.3K | ﹤0.01% | 975 |
|
|
2022
Q2 | $25K | Sell |
584
-2,649
| -82% | -$121K | ﹤0.01% | 748 |
|
|
2022
Q1 | $163K | Sell |
3,233
-32
| -1% | -$1.71K | 0.01% | 447 |
|
|
2021
Q4 | $202K | Buy |
3,265
+34
| +1% | +$1.94K | 0.01% | 387 |
|
|
2021
Q3 | $163K | Sell |
3,231
-37
| -1% | -$1.88K | 0.01% | 401 |
|
|
2021
Q2 | $160K | Sell |
3,268
-130
| -4% | -$6.38K | 0.01% | 374 |
|
|
2021
Q1 | $167K | Buy |
3,398
+17
| +0.5% | +$787 | 0.01% | 358 |
|
|
2020
Q4 | $154K | Buy |
+3,381
| New | +$140K | 0.01% | 352 |
|
Other funds holding IR
VCM
VPM
