Cypress Wealth Services’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,695
| Closed | -$473K | – | 243 |
|
|
2021
Q2 | $473K | Hold |
9,695
| – | – | 0.13% | 140 |
|
|
2021
Q1 | $477K | Hold |
9,695
| – | – | 0.1% | 156 |
|
|
2020
Q4 | $442K | Buy |
+9,695
| New | +$442K | 0.1% | 164 |
|
|
2020
Q3 | – | Sell |
-10,087
| Closed | -$284K | – | 117 |
|
|
2020
Q2 | $284K | Sell |
10,087
-212
| -2% | -$5.97K | 0.07% | 209 |
|
|
2020
Q1 | $255K | Buy |
+10,299
| New | +$255K | 0.08% | 198 |
|