Perigon 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
Q1 | – | Sell |
-2,231
| Closed | -$202K | – | 1055 |
|
|
2024
Q4 | $202K | Sell |
2,231
-80
| -3% | -$7.26K | 0.01% | 977 |
|
|
2024
Q3 | $227K | Buy |
2,311
+25
| +1% | +$2.45K | 0.01% | 885 |
|
|
2024
Q2 | $208K | Buy |
+2,286
| New | +$208K | 0.01% | 802 |
|
|
2021
Q1 | – | Sell |
-573
| Closed | -$26K | – | 754 |
|
|
2020
Q4 | $26K | Buy |
+573
| New | +$26K | ﹤0.01% | 944 |
|