JFS Wealth Advisors’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 | $13.6K | Sell |
163
-14
| -8% | -$1.17K | ﹤0.01% | 768 |
|
|
2025
Q1 | $14.2K | Buy |
177
+6
| +4% | +$480 | ﹤0.01% | 765 |
|
|
2024
Q4 | $15.5K | Hold |
171
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $16.8K | Buy |
171
+4
| +2% | +$393 | ﹤0.01% | 678 |
|
|
2024
Q2 | $15.2K | Sell |
167
-132
| -44% | -$12K | ﹤0.01% | 667 |
|
|
2024
Q1 | $28.4K | Buy |
299
+130
| +77% | +$12.3K | ﹤0.01% | 545 |
|
|
2023
Q4 | $13.1K | Buy |
169
+13
| +8% | +$1.01K | ﹤0.01% | 697 |
|
|
2023
Q3 | $9.94K | Hold |
156
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $10.2K | Hold |
156
| – | – | ﹤0.01% | 723 |
|
|
2023
Q1 | $9.08K | Sell |
156
-6
| -4% | -$349 | ﹤0.01% | 748 |
|
|
2022
Q4 | $8.46K | Buy |
162
+14
| +9% | +$731 | ﹤0.01% | 770 |
|
|
2022
Q3 | $6K | Buy |
148
+92
| +164% | +$3.73K | ﹤0.01% | 919 |
|
|
2022
Q2 | $2K | Sell |
56
-61
| -52% | -$2.18K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $6K | Buy |
117
+70
| +149% | +$3.59K | ﹤0.01% | 976 |
|
|
2021
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 950 |
|