Mark Sheptoff Financial Planning’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.57K | – | 392 |
|
|
2022
Q4 | $1.57K | Hold |
30
| – | – | ﹤0.01% | 356 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 410 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 341 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 316 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 345 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 326 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$7K | – | 368 |
|
|
2018
Q2 | $7K | Hold |
250
| – | – | 0.01% | 303 |
|
|
2018
Q1 | $8K | Hold |
250
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $8K | Hold |
250
| – | – | 0.01% | 297 |
|
|
2017
Q3 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 308 |
|