Loring Wolcott & Coolidge Fiduciary Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10
| Closed | -$734 | – | 543 |
|
2025
Q1 | $734 | Hold |
10
| – | – | ﹤0.01% | 535 |
|
2024
Q4 | $919 | Hold |
10
| – | – | ﹤0.01% | 531 |
|
2024
Q3 | $959 | Buy |
+10
| New | +$959 | ﹤0.01% | 555 |
|
2021
Q3 | – | Sell |
-40
| Closed | -$2K | – | 849 |
|
2021
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 863 |
|