Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
6,419
+851
| +15% | +$70.8K | ﹤0.01% | 957 |
|
|
2025
Q1 | $446K | Sell |
5,568
-51
| -0.9% | -$4.08K | ﹤0.01% | 892 |
|
|
2024
Q4 | $508K | Buy |
5,619
+507
| +10% | +$45.9K | ﹤0.01% | 794 |
|
|
2024
Q3 | $502K | Buy |
5,112
+623
| +14% | +$61.2K | 0.01% | 742 |
|
|
2024
Q2 | $408K | Buy |
4,489
+326
| +8% | +$29.6K | ﹤0.01% | 768 |
|
|
2024
Q1 | $395K | Sell |
4,163
-3,053
| -42% | -$290K | ﹤0.01% | 764 |
|
|
2023
Q4 | $558K | Buy |
+7,216
| New | +$558K | 0.01% | 698 |
|