Jackson Grant Investment Advisers’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 | $26.4K | Hold |
317
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $25.4K | Hold |
317
| – | – | 0.01% | 213 |
|
|
2024
Q4 | $28.7K | Hold |
317
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $31.1K | Sell |
317
-1,369
| -81% | -$134K | 0.01% | 206 |
|
|
2024
Q2 | $153K | Hold |
1,686
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $160K | Hold |
1,686
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $130K | Hold |
1,686
| – | – | 0.06% | 127 |
|
|
2023
Q3 | $107K | Hold |
1,686
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $110K | Hold |
1,686
| – | – | 0.05% | 132 |
|
|
2023
Q1 | $98.1K | Buy |
1,686
+11
| +0.7% | +$640 | 0.05% | 143 |
|
|
2022
Q4 | $87.5K | Hold |
1,675
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $72K | Hold |
1,675
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $70K | Hold |
1,675
| – | – | 0.03% | 155 |
|
|
2022
Q1 | $84K | Hold |
1,675
| – | – | 0.04% | 157 |
|
|
2021
Q4 | $104K | Hold |
1,675
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $84K | Hold |
1,675
| – | – | 0.04% | 161 |
|
|
2021
Q2 | $82K | Buy |
1,675
+25
| +2% | +$1.22K | 0.04% | 161 |
|
|
2021
Q1 | $81K | Buy |
1,650
+281
| +21% | +$13.8K | 0.04% | 155 |
|
|
2020
Q4 | $62K | Hold |
1,369
| – | – | 0.03% | 166 |
|
|
2020
Q3 | $49K | Hold |
1,369
| – | – | 0.03% | 147 |
|
|
2020
Q2 | $38K | Hold |
1,369
| – | – | 0.02% | 156 |
|
|
2020
Q1 | $34K | Buy |
+1,369
| New | +$34K | 0.03% | 155 |
|