FRG Family Wealth 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
Q2 | $555K | Hold |
6,667
| – | – | 0.1% | 104 |
|
|
2025
Q1 | $534K | Hold |
6,667
| – | – | 0.1% | 103 |
|
|
2024
Q4 | $603K | Sell |
6,667
-8
| -0.1% | -$724 | 0.11% | 98 |
|
|
2024
Q3 | $655K | Hold |
6,675
| – | – | 0.12% | 97 |
|
|
2024
Q2 | $588K | Hold |
6,675
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $623K | Hold |
6,675
| – | – | 0.12% | 97 |
|
|
2023
Q4 | $516K | Hold |
6,675
| – | – | 0.1% | 98 |
|
|
2023
Q3 | $425K | Sell |
6,675
-5
| -0.1% | -$319 | 0.1% | 104 |
|
|
2023
Q2 | $437K | Hold |
6,680
| – | – | 0.1% | 104 |
|
|
2023
Q1 | $389K | Sell |
6,680
-238
| -3% | -$13.8K | 0.09% | 112 |
|
|
2022
Q4 | $361K | Sell |
6,918
-732
| -10% | -$38.2K | 0.09% | 116 |
|
|
2022
Q3 | $331K | Hold |
7,650
| – | – | 0.08% | 114 |
|
|
2022
Q2 | $322K | Hold |
7,650
| – | – | 0.07% | 118 |
|
|
2022
Q1 | $385K | Hold |
7,650
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $473K | Hold |
7,650
| – | – | 0.09% | 107 |
|
|
2021
Q3 | $386K | Sell |
7,650
-862
| -10% | -$43.5K | 0.08% | 111 |
|
|
2021
Q2 | $415K | Hold |
8,512
| – | – | 0.08% | 108 |
|
|
2021
Q1 | $419K | Hold |
8,512
| – | – | 0.09% | 102 |
|
|
2020
Q4 | $388K | Hold |
8,512
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $303K | Sell |
8,512
-3,395
| -29% | -$121K | 0.07% | 108 |
|
|
2020
Q2 | $335K | Sell |
11,907
-2,509
| -17% | -$70.6K | 0.09% | 100 |
|
|
2020
Q1 | $358K | Buy |
+14,416
| New | +$358K | 0.11% | 92 |
|