Security National Trust’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $164K | Hold |
3,352
| – | – | 0.04% | 174 |
|
|
2021
Q2 | $164K | Sell |
3,352
-220
| -6% | -$10.8K | 0.04% | 181 |
|
|
2021
Q1 | $176K | Hold |
3,572
| – | – | 0.04% | 173 |
|
|
2020
Q4 | $163K | Hold |
3,572
| – | – | 0.04% | 176 |
|
|
2020
Q3 | $127K | Hold |
3,572
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $100K | Sell |
3,572
-56
| -2% | -$1.57K | 0.03% | 210 |
|
|
2020
Q1 | $90K | Buy |
+3,628
| New | +$90K | 0.03% | 206 |
|