Secured Retirement 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
Q1 | – | Sell |
-3,450
| Closed | -$312K | – | 140 |
|
|
2024
Q4 | $312K | Buy |
3,450
+25
| +0.7% | +$2.26K | 0.18% | 118 |
|
|
2024
Q3 | $336K | Sell |
3,425
-200
| -6% | -$19.6K | 0.24% | 90 |
|
|
2024
Q2 | $329K | Hold |
3,625
| – | – | 0.26% | 87 |
|
|
2024
Q1 | $344K | Hold |
3,625
| – | – | 0.29% | 85 |
|
|
2023
Q4 | $280K | Buy |
+3,625
| New | +$280K | 0.27% | 87 |
|