Kestra Private Wealth Services’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 | $500K | Sell |
6,012
-380
| -6% | -$31.6K | 0.01% | 1034 |
|
|
2025
Q1 | $512K | Sell |
6,392
-2,617
| -29% | -$209K | 0.01% | 941 |
|
|
2024
Q4 | $815K | Buy |
9,009
+35
| +0.4% | +$3.17K | 0.01% | 725 |
|
|
2024
Q3 | $881K | Buy |
8,974
+4,030
| +82% | +$396K | 0.02% | 659 |
|
|
2024
Q2 | $449K | Sell |
4,944
-2,527
| -34% | -$230K | 0.01% | 878 |
|
|
2024
Q1 | $709K | Buy |
7,471
+2,945
| +65% | +$280K | 0.02% | 665 |
|
|
2023
Q4 | $350K | Sell |
4,526
-532
| -11% | -$41.1K | 0.01% | 876 |
|
|
2023
Q3 | $322K | Buy |
5,058
+1,084
| +27% | +$69.1K | 0.01% | 837 |
|
|
2023
Q2 | $260K | Buy |
3,974
+107
| +3% | +$6.99K | 0.01% | 871 |
|
|
2023
Q1 | $225K | Buy |
3,867
+14
| +0.4% | +$814 | 0.01% | 877 |
|
|
2022
Q4 | $201K | Buy |
+3,853
| New | +$201K | 0.01% | 804 |
|
|
2022
Q1 | – | Sell |
-3,869
| Closed | -$239K | – | 1027 |
|
|
2021
Q4 | $239K | Buy |
+3,869
| New | +$239K | 0.01% | 848 |
|