Clearstead Trust’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 | $38.8K | Buy |
467
+62
| +15% | +$5.16K | 0.01% | 337 |
|
|
2025
Q1 | $32.4K | Buy |
405
+11
| +3% | +$880 | 0.01% | 307 |
|
|
2024
Q4 | $35.6K | Hold |
394
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $38.6K | Buy |
394
+11
| +3% | +$1.08K | 0.01% | 261 |
|
|
2024
Q2 | $34.8K | Hold |
383
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $36.4K | Hold |
383
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $29.6K | Sell |
383
-195
| -34% | -$15.1K | 0.01% | 266 |
|
|
2023
Q3 | $36.8K | Buy |
578
+195
| +51% | +$12.4K | 0.01% | 244 |
|
|
2023
Q2 | $25K | Hold |
383
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $22.3K | Hold |
383
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $20K | Hold |
383
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $17K | Buy |
+383
| New | +$17K | 0.01% | 265 |
|