GoalVest Advisory’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 | – | Sell |
-3
| Closed | -$240 | – | 448 |
|
|
2025
Q1 | $240 | Buy |
+3
| New | +$240 | ﹤0.01% | 428 |
|
|
2022
Q3 | – | Sell |
-489
| Closed | -$20K | – | 287 |
|
|
2022
Q2 | $20K | Buy |
489
+485
| +12,125% | +$19.8K | 0.01% | 221 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 443 |
|