Edgestream 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
Q2 | – | Sell |
-73,757
| Closed | -$5.9M | – | 949 |
|
2025
Q1 | $5.9M | Buy |
73,757
+49,265
| +201% | +$3.94M | 0.2% | 180 |
|
2024
Q4 | $2.22M | Buy |
24,492
+7,461
| +44% | +$675K | 0.09% | 379 |
|
2024
Q3 | $1.67M | Buy |
17,031
+8,496
| +100% | +$834K | 0.07% | 452 |
|
2024
Q2 | $775K | Buy |
+8,535
| New | +$775K | 0.04% | 579 |
|
2023
Q3 | – | Sell |
-56,710
| Closed | -$3.71M | – | 887 |
|
2023
Q2 | $3.71M | Buy |
+56,710
| New | +$3.71M | 0.34% | 44 |
|