CIA
Concurrent Investment Advisors’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,066
| Closed | -$245K | – | 1363 |
|
|
2025
Q1 | $245K | Buy |
3,066
+385
| +14% | +$30.8K | 0.01% | 1018 |
|
|
2024
Q4 | $243K | Sell |
2,681
-794
| -23% | -$71.8K | 0.01% | 904 |
|
|
2024
Q3 | $341K | Buy |
3,475
+1,012
| +41% | +$99.3K | 0.01% | 732 |
|
|
2024
Q2 | $224K | Buy |
+2,463
| New | +$224K | 0.01% | 827 |
|