EWM
Endurance Wealth Management’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.18M | Sell |
18,050
-162
| -0.9% | -$10.6K | 0.16% | 87 |
|
|
2023
Q1 | $1.06M | Sell |
18,212
-122
| -0.7% | -$7.1K | 0.15% | 88 |
|
|
2022
Q4 | $958K | Sell |
18,334
-625
| -3% | -$32.7K | 0.14% | 94 |
|
|
2022
Q3 | $820K | Buy |
18,959
+103
| +0.5% | +$4.46K | 0.14% | 100 |
|
|
2022
Q2 | $793K | Sell |
18,856
-3,586
| -16% | -$151K | 0.12% | 102 |
|
|
2022
Q1 | $1.13M | Sell |
22,442
-584
| -3% | -$29.4K | 0.15% | 92 |
|
|
2021
Q4 | $1.43M | Sell |
23,026
-9,036
| -28% | -$559K | 0.15% | 100 |
|
|
2021
Q3 | $1.62M | Sell |
32,062
-13
| -0% | -$655 | 0.18% | 97 |
|
|
2021
Q2 | $1.57M | Buy |
32,075
+448
| +1% | +$21.9K | 0.17% | 97 |
|
|
2021
Q1 | $1.56M | Sell |
31,627
-409
| -1% | -$20.1K | 0.18% | 91 |
|
|
2020
Q4 | $1.46M | Buy |
32,036
+2,478
| +8% | +$113K | 0.18% | 88 |
|
|
2020
Q3 | $1.05M | Buy |
29,558
+346
| +1% | +$12.3K | 0.15% | 93 |
|
|
2020
Q2 | $821K | Sell |
29,212
-3,910
| -12% | -$110K | 0.13% | 101 |
|
|
2020
Q1 | $822K | Buy |
+33,122
| New | +$822K | 0.16% | 94 |
|