Compass Wealth Management’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 | – | Sell |
-355
| Closed | -$28.4K | – | 272 |
|
|
2025
Q1 | $28.4K | Buy |
355
+137
| +63% | +$11K | 0.01% | 303 |
|
|
2024
Q4 | $19.7K | Hold |
218
| – | – | ﹤0.01% | 322 |
|
|
2024
Q3 | $21.4K | Sell |
218
-310
| -59% | -$30.4K | 0.01% | 319 |
|
|
2024
Q2 | $48K | Buy |
528
+440
| +500% | +$40K | 0.01% | 251 |
|
|
2024
Q1 | $8.36K | Hold |
88
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $6.81K | Sell |
88
-529
| -86% | -$40.9K | ﹤0.01% | 353 |
|
|
2023
Q3 | $39.3K | Hold |
617
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $40.3K | Hold |
617
| – | – | 0.01% | 261 |
|
|
2023
Q1 | $35.9K | Hold |
617
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $32.2K | Buy |
+617
| New | +$32.2K | 0.01% | 277 |
|