Principia Wealth Advisory’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
$499 Sell
6
-6
-50% -$499 ﹤0.01% 732
2025
Q1
$880 Buy
12
+1
+9% +$73 ﹤0.01% 423
2024
Q4
$995 Buy
+11
New +$995 ﹤0.01% 366