Cyndeo 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
Q1 | – | Sell |
-2,381
| Closed | -$215K | – | 466 |
|
|
2024
Q4 | $215K | Hold |
2,381
| – | – | 0.01% | 422 |
|
|
2024
Q3 | $234K | Sell |
2,381
-92
| -4% | -$9.03K | 0.02% | 414 |
|
|
2024
Q2 | $225K | Sell |
2,473
-71
| -3% | -$6.45K | 0.02% | 370 |
|
|
2024
Q1 | $242K | Sell |
2,544
-249
| -9% | -$23.6K | 0.02% | 351 |
|
|
2023
Q4 | $216K | Buy |
+2,793
| New | +$216K | 0.02% | 349 |
|