Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-48
| Closed | -$2K | – | 857 |
|
|
2019
Q4 | $2K | Sell |
48
-65
| -58% | -$2.71K | ﹤0.01% | 607 |
|
|
2019
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $4K | Sell |
113
-134
| -54% | -$4.74K | ﹤0.01% | 332 |
|
|
2019
Q1 | $7K | Buy |
247
+134
| +119% | +$3.8K | ﹤0.01% | 309 |
|
|
2018
Q4 | $2K | Hold |
113
| – | – | ﹤0.01% | 339 |
|
|
2018
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 338 |
|
|
2018
Q2 | $3K | Hold |
113
| – | – | ﹤0.01% | 484 |
|
|
2018
Q1 | $3K | Buy |
113
+48
| +74% | +$1.27K | ﹤0.01% | 446 |
|
|
2017
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 157 |
|