Liberty Wealth Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-568
| Closed | -$29K | – | 626 |
|
|
2021
Q3 | $29K | Hold |
568
| – | – | 0.01% | 549 |
|
|
2021
Q2 | $28K | Sell |
568
-75
| -12% | -$3.7K | 0.01% | 435 |
|
|
2021
Q1 | $27K | Hold |
643
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $27K | Hold |
643
| – | – | 0.01% | 404 |
|
|
2020
Q3 | $23K | Buy |
+643
| New | +$23K | 0.01% | 375 |
|