Fiduciary Group’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,099
| Closed | -$304K | – | 274 |
|
|
2024
Q3 | $304K | Hold |
3,099
| – | – | 0.03% | 234 |
|
|
2024
Q2 | $282K | Sell |
3,099
-100
| -3% | -$9.08K | 0.03% | 234 |
|
|
2024
Q1 | $304K | Hold |
3,199
| – | – | 0.03% | 226 |
|
|
2023
Q4 | $247K | Hold |
3,199
| – | – | 0.03% | 235 |
|
|
2023
Q3 | $204K | Hold |
3,199
| – | – | 0.03% | 232 |
|
|
2023
Q2 | $209K | Buy |
+3,199
| New | +$209K | 0.03% | 231 |
|