Strategic Wealth Partners’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 | $6.41K | Buy |
+77
| New | +$6.41K | ﹤0.01% | 862 |
|
|
2024
Q4 | $437K | Buy |
4,717
+863
| +22% | +$79.9K | 0.04% | 221 |
|
|
2024
Q3 | $378K | Buy |
3,854
+839
| +28% | +$82.4K | 0.04% | 229 |
|
|
2024
Q2 | $274K | Sell |
3,015
-364
| -11% | -$33.1K | 0.03% | 254 |
|
|
2024
Q1 | $321K | Buy |
3,379
+303
| +10% | +$28.8K | 0.04% | 222 |
|
|
2023
Q4 | $238K | Buy |
+3,076
| New | +$238K | 0.03% | 253 |
|