Laurel Wealth Advisors (North Carolina)’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,150
| Closed | -$42K | – | 538 |
|
|
2019
Q4 | $42K | Hold |
1,150
| – | – | 0.01% | 255 |
|
|
2019
Q3 | $33K | Sell |
1,150
-1,150
| -50% | -$33K | 0.01% | 270 |
|
|
2019
Q2 | $80K | Hold |
2,300
| – | – | 0.03% | 196 |
|
|
2019
Q1 | $64K | Hold |
2,300
| – | – | 0.02% | 214 |
|
|
2018
Q4 | $47K | Buy |
+2,300
| New | +$47K | 0.02% | 218 |
|