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