Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
5,705
-62
| -1% | -$5.16K | 0.01% | 462 |
|
|
2025
Q1 | $462K | Buy |
5,767
+123
| +2% | +$9.84K | 0.01% | 451 |
|
|
2024
Q4 | $511K | Sell |
5,644
-58
| -1% | -$5.25K | 0.01% | 405 |
|
|
2024
Q3 | $560K | Sell |
5,702
-143
| -2% | -$14K | 0.01% | 390 |
|
|
2024
Q2 | $531K | Buy |
5,845
+142
| +2% | +$12.9K | 0.01% | 376 |
|
|
2024
Q1 | $542K | Sell |
5,703
-14
| -0.2% | -$1.33K | 0.01% | 395 |
|
|
2023
Q4 | $442K | Buy |
5,717
+107
| +2% | +$8.28K | 0.01% | 380 |
|
|
2023
Q3 | $357K | Buy |
+5,610
| New | +$357K | 0.01% | 398 |
|
|
2023
Q1 | – | Sell |
-4,290
| Closed | -$224K | – | 519 |
|
|
2022
Q4 | $224K | Buy |
+4,290
| New | +$224K | 0.01% | 450 |
|
|
2022
Q1 | – | Sell |
-3,575
| Closed | -$221K | – | 517 |
|
|
2021
Q4 | $221K | Buy |
+3,575
| New | +$221K | 0.01% | 473 |
|