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Evermay Wealth Management’s Ingersoll Rand IR Stock Holding History

Evermay Wealth Management’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$387 – 679
2023
Q4 		$387 Buy
+5
New +$342 ﹤0.01% 590

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Evermay Wealth Management's IR Position: Q1 2024 in Review

Evermay Wealth Management sold out of Ingersoll Rand (IR) in Q1 2024, closing a stake of 5 shares — an estimated $387 sold.

Evermay Wealth Management first reported a position in IR in Q4 2023 and held it in 1 quarter. The position peaked at $387 in Q4 2023. 848 funds tracked by Wall St. Rank hold IR as of Q1 2024.

  • Evermay Wealth Management reported no remaining Ingersoll Rand position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 5 Ingersoll Rand shares in Q1 2024, an estimated $387.
  • Evermay Wealth Management first reported a position in Ingersoll Rand in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Ingersoll Rand position peaked at $387 in Q4 2023.
  • 848 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.