SWA
SOA Wealth Advisors’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334 | Hold |
4
| – | – | ﹤0.01% | 802 |
|
|
2025
Q1 | $322 | Hold |
4
| – | – | ﹤0.01% | 815 |
|
|
2024
Q4 | $363 | Hold |
4
| – | – | ﹤0.01% | 793 |
|
|
2024
Q3 | $394 | Hold |
4
| – | – | ﹤0.01% | 764 |
|
|
2024
Q2 | $365 | Hold |
4
| – | – | ﹤0.01% | 777 |
|
|
2024
Q1 | $381 | Hold |
4
| – | – | ﹤0.01% | 822 |
|
|
2023
Q4 | $310 | Hold |
4
| – | – | ﹤0.01% | 825 |
|
|
2023
Q3 | $256 | Hold |
4
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $262 | Hold |
4
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $233 | Hold |
4
| – | – | ﹤0.01% | 892 |
|
|
2022
Q4 | $209 | Sell |
4
-8
| -67% | -$418 | ﹤0.01% | 900 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $0 | Sell |
12
-104
| -90% | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $5K | Hold |
116
| – | – | ﹤0.01% | 688 |
|
|
2021
Q4 | $7K | Hold |
116
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $5K | Sell |
116
-4
| -3% | -$172 | ﹤0.01% | 686 |
|
|
2021
Q2 | $5K | Buy |
120
+44
| +58% | +$1.83K | ﹤0.01% | 669 |
|
|
2021
Q1 | $3K | Sell |
76
-52
| -41% | -$2.05K | ﹤0.01% | 676 |
|
|
2020
Q4 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 611 |
|