Shelton Capital Management’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 | $3.53M | Sell |
42,478
-114,700
| -73% | -$9.54M | 0.08% | 183 |
|
|
2025
Q1 | $12.6M | Sell |
157,178
-1,917
| -1% | -$153K | 0.3% | 86 |
|
|
2024
Q4 | $14.4M | Buy |
159,095
+3,900
| +3% | +$353K | 0.36% | 60 |
|
|
2024
Q3 | $15.2M | Buy |
155,195
+47,700
| +44% | +$4.68M | 0.39% | 54 |
|
|
2024
Q2 | $9.76M | Buy |
107,495
+9,800
| +10% | +$890K | 0.27% | 88 |
|
|
2024
Q1 | $9.28M | Buy |
+97,695
| New | +$9.28M | 0.26% | 85 |
|
|
2021
Q3 | – | Sell |
-84,016
| Closed | -$4.1M | – | 824 |
|
|
2021
Q2 | $4.1M | Hold |
84,016
| – | – | 0.15% | 144 |
|
|
2021
Q1 | $4.13M | Hold |
84,016
| – | – | 0.14% | 145 |
|
|
2020
Q4 | $3.83M | Sell |
84,016
-2,600
| -3% | -$118K | 0.17% | 118 |
|
|
2020
Q3 | $3.08M | Hold |
86,616
| – | – | 0.13% | 176 |
|
|
2020
Q2 | $2.44M | Hold |
86,616
| – | – | 0.13% | 145 |
|
|
2020
Q1 | $2.15M | Buy |
+86,616
| New | +$2.15M | 0.16% | 121 |
|