Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39
| Closed | -$2K | – | 791 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 785 |
|
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 780 |
|
|
2021
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $2K | Sell |
39
-1,587
| -98% | -$81.4K | ﹤0.01% | 862 |
|
|
2021
Q1 | $80K | Hold |
1,626
| – | – | 0.02% | 413 |
|
|
2020
Q4 | $74K | Hold |
1,626
| – | – | 0.02% | 412 |
|
|
2020
Q3 | $58K | Hold |
1,626
| – | – | 0.02% | 420 |
|
|
2020
Q2 | $46K | Sell |
1,626
-352
| -18% | -$9.96K | 0.02% | 453 |
|
|
2020
Q1 | $49K | Buy |
+1,978
| New | +$49K | 0.02% | 431 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1035 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1037 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 993 |
|