Kingswood 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 | $795K | Sell |
9,555
-317
| -3% | -$26.4K | 0.06% | 302 |
|
|
2025
Q1 | $790K | Sell |
9,872
-34
| -0.3% | -$2.72K | 0.07% | 298 |
|
|
2024
Q4 | $896K | Sell |
9,906
-337
| -3% | -$30.5K | 0.07% | 299 |
|
|
2024
Q3 | $1.01M | Buy |
10,243
+396
| +4% | +$38.9K | 0.07% | 291 |
|
|
2024
Q2 | $895K | Buy |
9,847
+5,290
| +116% | +$481K | 0.08% | 257 |
|
|
2024
Q1 | $433K | Sell |
4,557
-5,183
| -53% | -$492K | 0.05% | 385 |
|
|
2023
Q4 | $753K | Buy |
+9,740
| New | +$753K | 0.09% | 252 |
|
|
2023
Q3 | – | Sell |
-8,984
| Closed | -$587K | – | 460 |
|
|
2023
Q2 | $587K | Buy |
+8,984
| New | +$587K | 0.19% | 118 |
|