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FSM Wealth Advisors’s Ingersoll Rand IR Stock Holding History

FSM Wealth Advisors’s Portfolio IR Stock Details IR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,565
Closed -$205K – 292
2025
Q1 		$205K Buy
2,565
+123
+5% +$9.85K 0.05% 205
2024
Q4 		$222K Buy
2,442
+134
+6% +$12.2K 0.05% 173
2024
Q3 		$227K Buy
+2,308
New +$227K 0.06% 164