Everpar Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,487
| Closed | -$225K | – | 260 |
|
2024
Q4 | $225K | Sell |
2,487
-172
| -6% | -$15.6K | 0.11% | 244 |
|
2024
Q3 | $261K | Sell |
2,659
-122
| -4% | -$12K | 0.14% | 214 |
|
2024
Q2 | $253K | Buy |
2,781
+157
| +6% | +$14.3K | 0.13% | 216 |
|
2024
Q1 | $249K | Sell |
2,624
-1,544
| -37% | -$147K | 0.15% | 198 |
|
2023
Q4 | $322K | Buy |
+4,168
| New | +$322K | 0.15% | 209 |
|