J.P. Morgan Private Wealth Advisors’s Ingersoll Rand IR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.23M Sell
19,347
-8,010
-29% -$510K ﹤0.01% 904
2023
Q2
$1.79M Sell
27,357
-6,668
-20% -$436K 0.01% 602
2023
Q1
$1.98M Sell
34,025
-4,891
-13% -$285K ﹤0.01% 876
2022
Q4
$2.03M Buy
38,916
+3,238
+9% +$169K ﹤0.01% 844
2022
Q3
$1.54M Buy
35,678
+4,960
+16% +$215K ﹤0.01% 944
2022
Q2
$1.29M Sell
30,718
-216
-0.7% -$9.09K ﹤0.01% 1011
2022
Q1
$1.56M Sell
30,934
-2,630
-8% -$132K ﹤0.01% 1006
2021
Q4
$2.08M Buy
33,564
+1,488
+5% +$92.1K ﹤0.01% 897
2021
Q3
$1.62M Buy
32,076
+1,232
+4% +$62.1K ﹤0.01% 991
2021
Q2
$1.51M Buy
30,844
+5,881
+24% +$287K ﹤0.01% 1007
2021
Q1
$1.23M Sell
24,963
-4,791
-16% -$236K ﹤0.01% 952
2020
Q4
$1.36M Sell
29,754
-4,838
-14% -$220K ﹤0.01% 884
2020
Q3
$1.23M Sell
34,592
-482
-1% -$17.2K ﹤0.01% 810
2020
Q2
$986K Buy
35,074
+4,307
+14% +$121K ﹤0.01% 817
2020
Q1
$763K Buy
+30,767
New +$763K ﹤0.01% 797