EverSource Wealth Advisors’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
2,678
+714
| +36% | +$59.4K | 0.01% | 812 |
|
|
2025
Q1 | $157K | Buy |
1,964
+369
| +23% | +$29.5K | 0.01% | 749 |
|
|
2024
Q4 | $144K | Buy |
1,595
+233
| +17% | +$21.1K | 0.01% | 790 |
|
|
2024
Q3 | $134K | Buy |
1,362
+26
| +2% | +$2.55K | 0.01% | 701 |
|
|
2024
Q2 | $134K | Buy |
1,336
+883
| +195% | +$88.6K | 0.01% | 696 |
|
|
2024
Q1 | $42.2K | Buy |
453
+126
| +39% | +$11.7K | ﹤0.01% | 1051 |
|
|
2023
Q4 | $25.3K | Buy |
327
+13
| +4% | +$1.01K | ﹤0.01% | 1138 |
|
|
2023
Q3 | $20K | Buy |
314
+1
| +0.3% | +$64 | ﹤0.01% | 1126 |
|
|
2023
Q2 | $20.5K | Buy |
313
+11
| +4% | +$719 | ﹤0.01% | 1144 |
|
|
2023
Q1 | $17.6K | Sell |
302
-6
| -2% | -$349 | ﹤0.01% | 1127 |
|
|
2022
Q4 | $16.1K | Buy |
308
+134
| +77% | +$7K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $8K | Buy |
174
+90
| +107% | +$4.14K | ﹤0.01% | 1199 |
|
|
2022
Q2 | $3K | Buy |
84
+11
| +15% | +$393 | ﹤0.01% | 1401 |
|
|
2022
Q1 | $4K | Buy |
73
+17
| +30% | +$932 | ﹤0.01% | 1337 |
|
|
2021
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 1431 |
|