Simplicity Wealth’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 | – | Sell |
-3,784
| Closed | -$303K | – | 627 |
|
|
2025
Q1 | $303K | Buy |
+3,784
| New | +$303K | 0.02% | 425 |
|
|
2024
Q3 | – | Sell |
-7,856
| Closed | -$714K | – | 834 |
|
|
2024
Q2 | $714K | Buy |
7,856
+1,776
| +29% | +$161K | 0.02% | 630 |
|
|
2024
Q1 | $577K | Buy |
+6,080
| New | +$577K | 0.01% | 680 |
|