Crewe Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.5K | Hold |
343
| – | – | ﹤0.01% | 454 |
|
|
2025
Q4 | $27.2K | Hold |
343
| – | – | ﹤0.01% | 432 |
|
|
2025
Q3 | $28.3K | Buy |
343
+146
| +74% | +$12K | ﹤0.01% | 444 |
|
|
2025
Q2 | $16.4K | Hold |
197
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $15.8K | Hold |
197
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $17.8K | Hold |
197
| – | – | ﹤0.01% | 366 |
|
|
2024
Q3 | $19.3K | Hold |
197
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $17.9K | Hold |
197
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $18.7K | Buy |
+197
| New | +$16.9K | ﹤0.01% | 506 |
|
|
2023
Q4 | – | Sell |
-197
| Closed | -$12.6K | – | 563 |
|
|
2023
Q3 | $12.6K | Hold |
197
| – | – | ﹤0.01% | 228 |
|
|
2023
Q2 | $12.9K | Hold |
197
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $11.5K | Hold |
197
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $10.3K | Buy |
197
+15
| +8% | +$766 | ﹤0.01% | 545 |
|
|
2022
Q3 | $8K | Buy |
182
+4
| +2% | +$188 | ﹤0.01% | 728 |
|
|
2022
Q2 | $7K | Buy |
178
+80
| +82% | +$3.64K | ﹤0.01% | 690 |
|
|
2022
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 392 |
|
|
2021
Q4 | $6K | Hold |
98
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $5K | Hold |
98
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $5K | Hold |
98
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 197 |
|
|
2020
Q1 | $2K | Buy |
+98
| New | +$3.11K | ﹤0.01% | 165 |
|
Other funds holding IR
VCM
VPM
