Morse Asset 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 | $250K | Hold |
3,000
| – | – | 0.05% | 144 |
|
2025
Q1 | $240K | Hold |
3,000
| – | – | 0.06% | 135 |
|
2024
Q4 | $271K | Hold |
3,000
| – | – | 0.06% | 141 |
|
2024
Q3 | $294K | Hold |
3,000
| – | – | 0.06% | 156 |
|
2024
Q2 | $273K | Hold |
3,000
| – | – | 0.07% | 134 |
|
2024
Q1 | $285K | Hold |
3,000
| – | – | 0.07% | 127 |
|
2023
Q4 | $232K | Buy |
+3,000
| New | +$232K | 0.07% | 124 |
|
2022
Q1 | – | Sell |
-7,704
| Closed | -$477K | – | 170 |
|
2021
Q4 | $477K | Buy |
7,704
+425
| +6% | +$26.3K | 0.11% | 123 |
|
2021
Q3 | $367K | Buy |
7,279
+1,350
| +23% | +$68.1K | 0.09% | 136 |
|
2021
Q2 | $289K | Sell |
5,929
-150
| -2% | -$7.31K | 0.07% | 142 |
|
2021
Q1 | $299K | Buy |
6,079
+150
| +3% | +$7.38K | 0.08% | 134 |
|
2020
Q4 | $270K | Buy |
+5,929
| New | +$270K | 0.07% | 126 |
|