Neville Rodie & Shaw’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,157
| Closed | -$286K | – | 253 |
|
2024
Q4 | $286K | Hold |
3,157
| – | – | 0.02% | 225 |
|
2024
Q3 | $310K | Hold |
3,157
| – | – | 0.02% | 215 |
|
2024
Q2 | $287K | Sell |
3,157
-90
| -3% | -$8.18K | 0.02% | 215 |
|
2024
Q1 | $308K | Hold |
3,247
| – | – | 0.02% | 216 |
|
2023
Q4 | $251K | Sell |
3,247
-352
| -10% | -$27.2K | 0.02% | 224 |
|
2023
Q3 | $229K | Hold |
3,599
| – | – | 0.02% | 231 |
|
2023
Q2 | $235K | Hold |
3,599
| – | – | 0.02% | 231 |
|
2023
Q1 | $209K | Buy |
+3,599
| New | +$209K | 0.02% | 233 |
|
2022
Q1 | – | Sell |
-3,599
| Closed | -$223K | – | 263 |
|
2021
Q4 | $223K | Buy |
+3,599
| New | +$223K | 0.02% | 252 |
|