Integrated Wealth Concepts’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 |
-3,942
| Closed | -$315K | – | 1949 |
|
|
2025
Q1 | $315K | Buy |
3,942
+58
| +1% | +$4.64K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $351K | Buy |
3,884
+1,453
| +60% | +$131K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $239K | Sell |
2,431
-30
| -1% | -$2.94K | ﹤0.01% | 1479 |
|
|
2024
Q2 | $224K | Buy |
2,461
+66
| +3% | +$5.99K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $227K | Buy |
+2,395
| New | +$227K | ﹤0.01% | 1462 |
|