Heritage 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 | $226K | Hold |
2,723
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $218K | Sell |
2,723
-5
| -0.2% | -$400 | 0.01% | 193 |
|
|
2024
Q4 | $247K | Buy |
2,728
+5
| +0.2% | +$452 | 0.01% | 183 |
|
|
2024
Q3 | $267K | Buy |
2,723
+22
| +0.8% | +$2.16K | 0.01% | 187 |
|
|
2024
Q2 | $245K | Sell |
2,701
-529
| -16% | -$48.1K | 0.01% | 185 |
|
|
2024
Q1 | $307K | Hold |
3,230
| – | – | 0.01% | 174 |
|
|
2023
Q4 | $250K | Hold |
3,230
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $206K | Sell |
3,230
-259
| -7% | -$16.5K | 0.01% | 201 |
|
|
2023
Q2 | $228K | Hold |
3,489
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $203K | Buy |
3,489
+104
| +3% | +$6.05K | 0.01% | 203 |
|
|
2022
Q4 | $177K | Hold |
3,385
| – | – | 0.01% | 221 |
|
|
2022
Q3 | $146K | Sell |
3,385
-273
| -7% | -$11.8K | 0.01% | 224 |
|
|
2022
Q2 | $154K | Buy |
3,658
+352
| +11% | +$14.8K | 0.01% | 224 |
|
|
2022
Q1 | $166K | Hold |
3,306
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $205K | Hold |
3,306
| – | – | 0.01% | 203 |
|
|
2021
Q3 | $167K | Hold |
3,306
| – | – | 0.01% | 211 |
|
|
2021
Q2 | $161K | Hold |
3,306
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $163K | Sell |
3,306
-101
| -3% | -$4.97K | 0.01% | 221 |
|
|
2020
Q4 | $155K | Hold |
3,407
| – | – | 0.01% | 218 |
|
|
2020
Q3 | $121K | Hold |
3,407
| – | – | 0.02% | 190 |
|
|
2020
Q2 | $95.8K | Hold |
3,407
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $84.5K | Buy |
+3,407
| New | +$84.5K | 0.02% | 207 |
|