Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 833 |
|
|
2021
Q3 | – | Sell |
-114
| Closed | -$6K | – | 982 |
|
|
2021
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 766 |
|
|
2021
Q1 | $6K | Hold |
114
| – | – | ﹤0.01% | 769 |
|
|
2020
Q4 | $5K | Buy |
114
+36
| +46% | +$1.58K | ﹤0.01% | 709 |
|
|
2020
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $2K | Sell |
78
-8
| -9% | -$205 | ﹤0.01% | 815 |
|
|
2020
Q1 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 789 |
|