Lee Financial’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110
| Closed | -$8.51K | – | 493 |
|
|
2023
Q4 | $8.51K | Hold |
110
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $7.01K | Sell |
110
-24
| -18% | -$1.53K | ﹤0.01% | 466 |
|
|
2023
Q2 | $8.76K | Sell |
134
-86
| -39% | -$5.62K | ﹤0.01% | 428 |
|
|
2023
Q1 | $12.8K | Sell |
220
-170
| -44% | -$9.89K | ﹤0.01% | 376 |
|
|
2022
Q4 | $20.4K | Buy |
390
+40
| +11% | +$2.09K | ﹤0.01% | 340 |
|
|
2022
Q3 | $15K | Hold |
350
| – | – | ﹤0.01% | 369 |
|
|
2022
Q2 | $15K | Hold |
350
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $18K | Sell |
350
-95
| -21% | -$4.89K | ﹤0.01% | 353 |
|
|
2021
Q4 | $28K | Sell |
445
-5
| -1% | -$315 | 0.01% | 321 |
|
|
2021
Q3 | $23K | Hold |
450
| – | – | ﹤0.01% | 315 |
|
|
2021
Q2 | $22K | Hold |
450
| – | – | ﹤0.01% | 311 |
|
|
2021
Q1 | $22K | Hold |
450
| – | – | 0.01% | 296 |
|
|
2020
Q4 | $21K | Hold |
450
| – | – | 0.01% | 279 |
|
|
2020
Q3 | $16K | Sell |
450
-21
| -4% | -$747 | ﹤0.01% | 337 |
|
|
2020
Q2 | $14K | Hold |
471
| – | – | ﹤0.01% | 317 |
|
|
2020
Q1 | $12K | Buy |
471
+21
| +5% | +$535 | ﹤0.01% | 271 |
|
|
2019
Q4 | $17K | Hold |
450
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $13K | Hold |
450
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $16K | Buy |
450
+75
| +20% | +$2.67K | ﹤0.01% | 287 |
|
|
2019
Q1 | $10K | Hold |
375
| – | – | ﹤0.01% | 338 |
|
|
2018
Q4 | $8K | Buy |
+375
| New | +$8K | ﹤0.01% | 316 |
|