High Net Worth Advisory Group’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-882
| Closed | -$46.1K | – | 378 |
|
|
2022
Q4 | $46.1K | Sell |
882
-1,632
| -65% | -$85.3K | 0.02% | 342 |
|
|
2022
Q3 | $109K | Hold |
2,514
| – | – | 0.05% | 231 |
|
|
2022
Q2 | $106K | Buy |
2,514
+1,632
| +185% | +$68.8K | 0.04% | 232 |
|
|
2022
Q1 | $44K | Hold |
882
| – | – | 0.02% | 357 |
|
|
2021
Q4 | $55K | Buy |
+882
| New | +$55K | 0.02% | 338 |
|