Clearstead Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.4K | Buy |
1,123
+1,011
| +903% | +$84.1K | ﹤0.01% | 1079 |
|
|
2025
Q1 | $8.96K | Sell |
112
-39
| -26% | -$3.12K | ﹤0.01% | 1625 |
|
|
2024
Q4 | $13.7K | Sell |
151
-113
| -43% | -$10.2K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $25.9K | Buy |
264
+61
| +30% | +$5.99K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $18.4K | Buy |
203
+93
| +85% | +$8.45K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $9.99K | Sell |
110
-25
| -19% | -$2.27K | ﹤0.01% | 1054 |
|
|
2023
Q4 | $10.4K | Sell |
135
-468
| -78% | -$36.2K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $38.4K | Buy |
603
+493
| +448% | +$31.4K | ﹤0.01% | 924 |
|
|
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% | 967 |
|
|
2022
Q3 | $5K | Sell |
110
-474
| -81% | -$21.5K | ﹤0.01% | 973 |
|
|
2022
Q2 | $25K | Sell |
584
-2,649
| -82% | -$113K | ﹤0.01% | 746 |
|
|
2022
Q1 | $163K | Sell |
3,233
-32
| -1% | -$1.61K | 0.01% | 445 |
|
|
2021
Q4 | $202K | Buy |
3,265
+34
| +1% | +$2.1K | 0.01% | 385 |
|
|
2021
Q3 | $163K | Sell |
3,231
-37
| -1% | -$1.87K | 0.01% | 399 |
|
|
2021
Q2 | $160K | Sell |
3,268
-130
| -4% | -$6.37K | 0.01% | 374 |
|
|
2021
Q1 | $167K | Buy |
3,398
+17
| +0.5% | +$835 | 0.01% | 358 |
|
|
2020
Q4 | $154K | Buy |
+3,381
| New | +$154K | 0.01% | 352 |
|