D.L. Carlson Investment Group’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 | $1.5M | Sell |
17,979
-5,535
| -24% | -$460K | 0.27% | 83 |
|
|
2025
Q1 | $1.88M | Sell |
23,514
-20,356
| -46% | -$1.63M | 0.36% | 80 |
|
|
2024
Q4 | $3.97M | Sell |
43,870
-739
| -2% | -$66.9K | 0.71% | 44 |
|
|
2024
Q3 | $4.38M | Sell |
44,609
-214
| -0.5% | -$21K | 0.79% | 34 |
|
|
2024
Q2 | $4.07M | Sell |
44,823
-15,923
| -26% | -$1.45M | 0.79% | 34 |
|
|
2024
Q1 | $5.77M | Sell |
60,746
-1,143
| -2% | -$109K | 1.13% | 22 |
|
|
2023
Q4 | $5.43M | Sell |
61,889
-15,434
| -20% | -$1.35M | 1.11% | 23 |
|
|
2023
Q3 | $4.93M | Sell |
77,323
-709
| -0.9% | -$45.2K | 0.99% | 31 |
|
|
2023
Q2 | $5.1M | Buy |
+78,032
| New | +$5.1M | 0.97% | 32 |
|