Pinnacle Wealth Planning Services’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,490
| Closed | -$343K | – | 475 |
|
|
2024
Q3 | $343K | Hold |
3,490
| – | – | 0.05% | 262 |
|
|
2024
Q2 | $317K | Hold |
3,490
| – | – | 0.05% | 274 |
|
|
2024
Q1 | $331K | Sell |
3,490
-2
| -0.1% | -$190 | 0.05% | 270 |
|
|
2023
Q4 | $270K | Hold |
3,492
| – | – | 0.04% | 297 |
|
|
2023
Q3 | $223K | Sell |
3,492
-19
| -0.5% | -$1.21K | 0.04% | 338 |
|
|
2023
Q2 | $229K | Buy |
3,511
+19
| +0.5% | +$1.24K | 0.04% | 331 |
|
|
2023
Q1 | $203K | Buy |
+3,492
| New | +$203K | 0.03% | 401 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | – | – | 1123 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2275 |
|