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Confluence Wealth Services’s Ingersoll Rand IR Stock Holding History

Confluence Wealth Services’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-532
Closed -$32K – 682
2021
Q4 		$32K Buy
+532
New +$30.3K 0.01% 589

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Confluence Wealth Services's IR Position: Q1 2022 in Review

Confluence Wealth Services sold out of Ingersoll Rand (IR) in Q1 2022, closing a stake of 532 shares — an estimated $32K sold.

Confluence Wealth Services first reported a position in IR in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 612 funds tracked by Wall St. Rank hold IR as of Q1 2022.

  • Confluence Wealth Services reported no remaining Ingersoll Rand position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 532 Ingersoll Rand shares in Q1 2022, an estimated $32K.
  • Confluence Wealth Services first reported a position in Ingersoll Rand in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Ingersoll Rand position peaked at $32K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.