Herold 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 | – | Sell |
-3,453
| Closed | -$276K | – | 319 |
|
|
2025
Q1 | $276K | Sell |
3,453
-7,260
| -68% | -$581K | 0.06% | 230 |
|
|
2024
Q4 | $969K | Sell |
10,713
-1,790
| -14% | -$162K | 0.21% | 122 |
|
|
2024
Q3 | $1.23M | Sell |
12,503
-380
| -3% | -$37.3K | 0.27% | 110 |
|
|
2024
Q2 | $1.17M | Buy |
12,883
+688
| +6% | +$62.5K | 0.27% | 113 |
|
|
2024
Q1 | $1.16M | Buy |
+12,195
| New | +$1.16M | 0.28% | 107 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$5.04K | – | 410 |
|
|
2022
Q1 | $5.04K | Buy |
+100
| New | +$5.04K | ﹤0.01% | 671 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$5K | – | 400 |
|
|
2021
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 664 |
|