OneDigital Investment 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 | $328K | Sell |
3,938
-308
| -7% | -$25.6K | ﹤0.01% | 1109 |
|
|
2025
Q1 | $340K | Sell |
4,246
-3,664
| -46% | -$293K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $716K | Buy |
7,910
+592
| +8% | +$53.6K | 0.01% | 751 |
|
|
2024
Q3 | $718K | Buy |
7,318
+4,001
| +121% | +$393K | 0.01% | 783 |
|
|
2024
Q2 | $301K | Buy |
3,317
+678
| +26% | +$61.6K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $251K | Sell |
2,639
-44
| -2% | -$4.18K | ﹤0.01% | 972 |
|
|
2023
Q4 | $208K | Buy |
+2,683
| New | +$208K | ﹤0.01% | 1047 |
|
|
2023
Q3 | – | Sell |
-3,412
| Closed | -$223K | – | 1017 |
|
|
2023
Q2 | $223K | Sell |
3,412
-1,122
| -25% | -$73.3K | ﹤0.01% | 922 |
|
|
2023
Q1 | $264K | Buy |
+4,534
| New | +$264K | 0.01% | 820 |
|
|
2022
Q2 | – | Sell |
-5,945
| Closed | -$299K | – | 755 |
|
|
2022
Q1 | $299K | Buy |
5,945
+1,596
| +37% | +$80.3K | 0.01% | 589 |
|
|
2021
Q4 | $269K | Sell |
4,349
-50
| -1% | -$3.09K | 0.01% | 614 |
|
|
2021
Q3 | $222K | Hold |
4,399
| – | – | 0.01% | 649 |
|
|
2021
Q2 | $215K | Buy |
+4,399
| New | +$215K | 0.01% | 649 |
|