Leeward Financial Partners’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,440
| Closed | -$240K | – | 93 |
|
|
2024
Q3 | $240K | Hold |
2,440
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $222K | Sell |
2,440
-17,848
| -88% | -$1.62M | 0.09% | 79 |
|
|
2024
Q1 | $1.93M | Sell |
20,288
-1,436
| -7% | -$136K | 0.81% | 39 |
|
|
2023
Q4 | $1.68M | Buy |
21,724
+1,018
| +5% | +$78.7K | 0.81% | 40 |
|
|
2023
Q3 | $1.32M | Buy |
+20,706
| New | +$1.32M | 0.73% | 43 |
|