Rockbridge Investment Management’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 |
-54
| Closed | -$4.18K | – | 367 |
|
|
2023
Q4 | $4.18K | Buy |
+54
| New | +$4.18K | ﹤0.01% | 483 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$2.9K | – | 339 |
|
|
2022
Q2 | $2.9K | Hold |
69
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $3.47K | Hold |
69
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $3K | Buy |
69
+16
| +30% | +$696 | ﹤0.01% | 644 |
|
|
2021
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 624 |
|
|
2020
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 630 |
|
|
2020
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 592 |
|
|
2020
Q2 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 592 |
|