Concord Wealth Partners’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 | $16.6K | Buy |
+200
| New | +$16.6K | ﹤0.01% | 487 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$19K | – | 883 |
|
|
2024
Q1 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 492 |
|
|
2023
Q4 | – | Sell |
-257
| Closed | -$16.4K | – | 925 |
|
|
2023
Q3 | $16.4K | Sell |
257
-100
| -28% | -$6.37K | ﹤0.01% | 542 |
|
|
2023
Q2 | $23.3K | Hold |
357
| – | – | 0.01% | 483 |
|
|
2023
Q1 | $20.8K | Hold |
357
| – | – | 0.01% | 490 |
|
|
2022
Q4 | $18.7K | Buy |
+357
| New | +$18.7K | 0.01% | 537 |
|
|
2022
Q3 | – | Sell |
-57
| Closed | -$2K | – | 632 |
|
|
2022
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 689 |
|
|
2021
Q2 | $3K | Sell |
57
-2
| -3% | -$105 | ﹤0.01% | 821 |
|
|
2021
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 760 |
|