HighMark Wealth Management’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 | $3.33K | Hold |
40
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $3.2K | Hold |
40
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $3.62K | Buy |
+40
| New | +$3.62K | ﹤0.01% | 401 |
|
|
2021
Q2 | – | Sell |
-98
| Closed | -$5K | – | 514 |
|
|
2021
Q1 | $5K | Sell |
98
-68
| -41% | -$3.47K | ﹤0.01% | 337 |
|
|
2020
Q4 | $8K | Sell |
166
-75
| -31% | -$3.61K | 0.01% | 268 |
|
|
2020
Q3 | $9K | Hold |
241
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $7K | Buy |
241
+8
| +3% | +$232 | 0.01% | 270 |
|
|
2020
Q1 | $5K | Sell |
233
-44
| -16% | -$944 | 0.01% | 227 |
|
|
2019
Q4 | $10K | Buy |
+277
| New | +$10K | 0.01% | 205 |
|