Independent Advisor Alliance’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 | $732K | Buy |
8,803
+85
| +1% | +$7.07K | 0.02% | 486 |
|
2025
Q1 | $698K | Sell |
8,718
-800
| -8% | -$64K | 0.02% | 446 |
|
2024
Q4 | $861K | Buy |
9,518
+1,364
| +17% | +$123K | 0.01% | 770 |
|
2024
Q3 | $800K | Buy |
8,154
+45
| +0.6% | +$4.42K | 0.03% | 365 |
|
2024
Q2 | $737K | Sell |
8,109
-124
| -2% | -$11.3K | 0.03% | 384 |
|
2024
Q1 | $782K | Sell |
8,233
-5
| -0.1% | -$475 | 0.03% | 363 |
|
2023
Q4 | $637K | Sell |
8,238
-46
| -0.6% | -$3.56K | 0.02% | 385 |
|
2023
Q3 | $528K | Sell |
8,284
-2,453
| -23% | -$156K | 0.02% | 402 |
|
2023
Q2 | $702K | Buy |
10,737
+5
| +0% | +$327 | 0.03% | 354 |
|
2023
Q1 | $624K | Sell |
10,732
-57
| -0.5% | -$3.32K | 0.03% | 378 |
|
2022
Q4 | $564 | Buy |
10,789
+604
| +6% | +$32 | ﹤0.01% | 339 |
|
2022
Q3 | $441K | Sell |
10,185
-200
| -2% | -$8.66K | 0.03% | 402 |
|
2022
Q2 | $437K | Sell |
10,385
-499
| -5% | -$21K | 0.02% | 400 |
|
2022
Q1 | $548K | Hold |
10,884
| – | – | 0.03% | 374 |
|
2021
Q4 | $673K | Hold |
10,884
| – | – | 0.03% | 333 |
|
2021
Q3 | $549K | Hold |
10,884
| – | – | 0.03% | 357 |
|
2021
Q2 | $531K | Hold |
10,884
| – | – | 0.03% | 381 |
|
2021
Q1 | $536K | Sell |
10,884
-715
| -6% | -$35.2K | 0.03% | 356 |
|
2020
Q4 | $528K | Buy |
+11,599
| New | +$528K | 0.04% | 334 |
|