DWM
Dakota Wealth Management’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49,405
| Closed | -$4.47M | – | 776 |
|
|
2024
Q4 | $4.47M | Buy |
49,405
+3,890
| +9% | +$352K | 0.1% | 163 |
|
|
2024
Q3 | $4.47M | Buy |
45,515
+12,764
| +39% | +$1.25M | 0.1% | 178 |
|
|
2024
Q2 | $2.98M | Sell |
32,751
-2,529
| -7% | -$230K | 0.07% | 222 |
|
|
2024
Q1 | $3.35M | Sell |
35,280
-263
| -0.7% | -$25K | 0.08% | 202 |
|
|
2023
Q4 | $2.75M | Buy |
35,543
+34
| +0.1% | +$2.63K | 0.11% | 185 |
|
|
2023
Q3 | $2.26M | Buy |
35,509
+667
| +2% | +$42.5K | 0.1% | 186 |
|
|
2023
Q2 | $2.28M | Sell |
34,842
-83,831
| -71% | -$5.48M | 0.11% | 162 |
|
|
2023
Q1 | $6.9M | Buy |
118,673
+26,377
| +29% | +$1.53M | 0.46% | 59 |
|
|
2022
Q4 | $4.82M | Buy |
+92,296
| New | +$4.82M | 0.34% | 74 |
|