Elevation Wealth 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 | – | Hold |
0
| – | -$12 | – | 477 |
|
2025
Q1 | – | Hold |
0
| – | -$13 | – | 487 |
|
2024
Q4 | – | Hold |
0
| – | -$14 | – | 491 |
|
2024
Q3 | – | Hold |
0
| – | -$13 | – | 468 |
|
2024
Q2 | – | Hold |
0
| – | -$14 | – | 501 |
|
2024
Q1 | – | Sell |
-176
| Closed | -$11.2K | – | 468 |
|
2023
Q4 | $11.2K | Hold |
176
| – | – | 0.01% | 320 |
|
2023
Q3 | $11.2K | Hold |
176
| – | – | 0.01% | 236 |
|
2023
Q2 | $11.5K | Hold |
176
| – | – | 0.01% | 241 |
|
2023
Q1 | $10.2K | Buy |
+176
| New | +$10.2K | 0.01% | 261 |
|