Dogwood Wealth Management’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 | $2.09K | Buy |
24
+19
| +380% | +$1.65K | ﹤0.01% | 558 |
|
|
2025
Q1 | $400 | Sell |
5
-5,762
| -100% | -$461K | ﹤0.01% | 478 |
|
|
2024
Q4 | $522K | Buy |
5,767
+559
| +11% | +$50.6K | 0.28% | 78 |
|
|
2024
Q3 | $511K | Buy |
5,208
+2,965
| +132% | +$291K | 0.29% | 62 |
|
|
2024
Q2 | $204K | Buy |
2,243
+1,020
| +83% | +$92.6K | 0.13% | 76 |
|
|
2024
Q1 | $116K | Buy |
1,223
+137
| +13% | +$13K | 0.08% | 91 |
|
|
2023
Q4 | $84K | Buy |
+1,086
| New | +$84K | 0.07% | 103 |
|