Geller Advisors’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 | $370K | Buy |
4,090
+198
| +5% | +$17.9K | 0.02% | 177 |
|
|
2024
Q3 | $382K | Buy |
3,892
+57
| +1% | +$5.6K | 0.03% | 172 |
|
|
2024
Q2 | $348K | Buy |
3,835
+100
| +3% | +$9.08K | 0.03% | 189 |
|
|
2024
Q1 | $355K | Sell |
3,735
-485
| -11% | -$46.1K | 0.03% | 194 |
|
|
2023
Q4 | $326K | Sell |
4,220
-149
| -3% | -$11.5K | 0.03% | 189 |
|
|
2023
Q3 | $278K | Sell |
4,369
-425
| -9% | -$27.1K | 0.03% | 200 |
|
|
2023
Q2 | $313K | Buy |
4,794
+98
| +2% | +$6.41K | 0.04% | 179 |
|
|
2023
Q1 | $273K | Buy |
4,696
+310
| +7% | +$18K | 0.04% | 135 |
|
|
2022
Q4 | $229K | Buy |
+4,386
| New | +$229K | 0.04% | 135 |
|