CreativeOne Wealth’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 | $416K | Sell |
5,007
-817
| -14% | -$68K | 0.01% | 800 |
|
|
2025
Q1 | $466K | Buy |
5,824
+1,637
| +39% | +$131K | 0.01% | 708 |
|
|
2024
Q4 | $379K | Buy |
4,187
+1,443
| +53% | +$131K | 0.01% | 790 |
|
|
2024
Q3 | $269K | Sell |
2,744
-4,721
| -63% | -$463K | 0.01% | 806 |
|
|
2024
Q2 | $678K | Sell |
7,465
-1,501
| -17% | -$136K | 0.03% | 408 |
|
|
2024
Q1 | $851K | Buy |
8,966
+3,078
| +52% | +$292K | 0.03% | 417 |
|
|
2023
Q4 | $455K | Buy |
5,888
+1,055
| +22% | +$81.5K | 0.03% | 393 |
|
|
2023
Q3 | $308K | Buy |
+4,833
| New | +$308K | 0.02% | 439 |
|