KMG Fiduciary Partners’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 | $310K | Buy |
3,729
+171
| +5% | +$14.2K | 0.02% | 256 |
|
|
2025
Q1 | $285K | Hold |
3,558
| – | – | 0.02% | 255 |
|
|
2024
Q4 | $322K | Hold |
3,558
| – | – | 0.03% | 237 |
|
|
2024
Q3 | $349K | Hold |
3,558
| – | – | 0.03% | 229 |
|
|
2024
Q2 | $323K | Hold |
3,558
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $338K | Buy |
3,558
+100
| +3% | +$9.5K | 0.04% | 195 |
|
|
2023
Q4 | $267K | Buy |
3,458
+128
| +4% | +$9.9K | 0.03% | 213 |
|
|
2023
Q3 | $212K | Sell |
3,330
-22
| -0.7% | -$1.4K | 0.03% | 223 |
|
|
2023
Q2 | $219K | Buy |
+3,352
| New | +$219K | 0.03% | 221 |
|