Plante Moran Financial Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23
| Closed | -$1.78K | – | 898 |
|
|
2023
Q4 | $1.78K | Buy |
+23
| New | +$1.78K | ﹤0.01% | 734 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 857 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 871 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2K | – | 930 |
|
|
2022
Q3 | $2K | Sell |
36
-33
| -48% | -$1.83K | ﹤0.01% | 786 |
|
|
2022
Q2 | $3K | Buy |
69
+33
| +92% | +$1.44K | ﹤0.01% | 770 |
|
|
2022
Q1 | $2K | Sell |
36
-1,323
| -97% | -$73.5K | ﹤0.01% | 744 |
|
|
2021
Q4 | $84K | Buy |
1,359
+171
| +14% | +$10.6K | 0.01% | 274 |
|
|
2021
Q3 | $60K | Buy |
1,188
+5
| +0.4% | +$253 | 0.01% | 351 |
|
|
2021
Q2 | $58K | Buy |
1,183
+6
| +0.5% | +$294 | 0.01% | 337 |
|
|
2021
Q1 | $58K | Sell |
1,177
-2,367
| -67% | -$117K | 0.02% | 332 |
|
|
2020
Q4 | $161K | Buy |
3,544
+2,407
| +212% | +$109K | 0.05% | 198 |
|
|
2020
Q3 | $41K | Hold |
1,137
| – | – | 0.01% | 350 |
|
|
2020
Q2 | $32K | Buy |
+1,137
| New | +$32K | 0.01% | 354 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1K | – | 925 |
|
|
2018
Q3 | $1K | Sell |
25
-94
| -79% | -$3.76K | ﹤0.01% | 726 |
|
|
2018
Q2 | $3K | Buy |
119
+15
| +14% | +$378 | ﹤0.01% | 677 |
|
|
2018
Q1 | $3K | Buy |
104
+17
| +20% | +$490 | ﹤0.01% | 783 |
|
|
2017
Q4 | $3K | Buy |
+87
| New | +$3K | ﹤0.01% | 755 |
|