Glassman Wealth Services’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-669
| Closed | -$51.7K | – | 990 |
|
|
2023
Q4 | $51.7K | Buy |
669
+9
| +1% | +$696 | 0.01% | 439 |
|
|
2023
Q3 | $42.1K | Sell |
660
-5
| -0.8% | -$319 | 0.01% | 463 |
|
|
2023
Q2 | $43.5K | Sell |
665
-5
| -0.7% | -$327 | 0.01% | 435 |
|
|
2023
Q1 | $39K | Sell |
670
-22
| -3% | -$1.28K | 0.01% | 464 |
|
|
2022
Q4 | $36.2K | Sell |
692
-12
| -2% | -$627 | 0.01% | 497 |
|
|
2022
Q3 | $30K | Buy |
704
+207
| +42% | +$8.82K | 0.01% | 513 |
|
|
2022
Q2 | $21K | Buy |
497
+81
| +19% | +$3.42K | ﹤0.01% | 606 |
|
|
2022
Q1 | $21K | Buy |
416
+14
| +3% | +$707 | ﹤0.01% | 633 |
|
|
2021
Q4 | $25K | Buy |
402
+46
| +13% | +$2.86K | ﹤0.01% | 548 |
|
|
2021
Q3 | $18K | Buy |
356
+22
| +7% | +$1.11K | ﹤0.01% | 610 |
|
|
2021
Q2 | $16K | Buy |
334
+33
| +11% | +$1.58K | ﹤0.01% | 629 |
|
|
2021
Q1 | $15K | Buy |
301
+14
| +5% | +$698 | ﹤0.01% | 602 |
|
|
2020
Q4 | $13K | Buy |
287
+3
| +1% | +$136 | ﹤0.01% | 644 |
|
|
2020
Q3 | $10K | Buy |
284
+2
| +0.7% | +$70 | ﹤0.01% | 610 |
|
|
2020
Q2 | $8K | Sell |
282
-5
| -2% | -$142 | ﹤0.01% | 534 |
|
|
2020
Q1 | $7K | Buy |
+287
| New | +$7K | ﹤0.01% | 478 |
|