River Wealth Advisors’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 | $825K | Sell |
9,922
-218
| -2% | -$18.1K | 0.1% | 127 |
|
|
2025
Q1 | $812K | Sell |
10,140
-198
| -2% | -$15.8K | 0.11% | 117 |
|
|
2024
Q4 | $935K | Buy |
10,338
+7
| +0.1% | +$633 | 0.12% | 116 |
|
|
2024
Q3 | $1.01M | Sell |
10,331
-102
| -1% | -$10K | 0.14% | 109 |
|
|
2024
Q2 | $948K | Sell |
10,433
-132
| -1% | -$12K | 0.14% | 108 |
|
|
2024
Q1 | $1M | Sell |
10,565
-455
| -4% | -$43.2K | 0.15% | 110 |
|
|
2023
Q4 | $852K | Sell |
11,020
-100
| -0.9% | -$7.73K | 0.14% | 117 |
|
|
2023
Q3 | $709K | Sell |
11,120
-858
| -7% | -$54.7K | 0.13% | 124 |
|
|
2023
Q2 | $783K | Sell |
11,978
-25
| -0.2% | -$1.63K | 0.13% | 127 |
|
|
2023
Q1 | $698K | Sell |
12,003
-966
| -7% | -$56.2K | 0.13% | 132 |
|
|
2022
Q4 | $678K | Sell |
12,969
-88
| -0.7% | -$4.6K | 0.13% | 127 |
|
|
2022
Q3 | $565K | Sell |
13,057
-1,230
| -9% | -$53.2K | 0.12% | 130 |
|
|
2022
Q2 | $601K | Sell |
14,287
-145
| -1% | -$6.1K | 0.11% | 133 |
|
|
2022
Q1 | $727K | Buy |
14,432
+35
| +0.2% | +$1.76K | 0.12% | 130 |
|
|
2021
Q4 | $891K | Sell |
14,397
-466
| -3% | -$28.8K | 0.14% | 122 |
|
|
2021
Q3 | $749K | Sell |
14,863
-98
| -0.7% | -$4.94K | 0.13% | 125 |
|
|
2021
Q2 | $730K | Sell |
14,961
-154
| -1% | -$7.51K | 0.13% | 127 |
|
|
2021
Q1 | $744K | Sell |
15,115
-1,062
| -7% | -$52.3K | 0.14% | 124 |
|
|
2020
Q4 | $737K | Sell |
16,177
-3,489
| -18% | -$159K | 0.16% | 118 |
|
|
2020
Q3 | $700K | Sell |
19,666
-2,528
| -11% | -$90K | 0.18% | 115 |
|
|
2020
Q2 | $624K | Sell |
22,194
-103
| -0.5% | -$2.9K | 0.19% | 110 |
|
|
2020
Q1 | $553K | Buy |
+22,297
| New | +$553K | 0.22% | 100 |
|