Stratos 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 | $468K | Sell |
5,629
-179
| -3% | -$14.9K | 0.01% | 955 |
|
2025
Q1 | $465K | Sell |
5,808
-425
| -7% | -$34K | 0.01% | 914 |
|
2024
Q4 | $564K | Buy |
6,233
+576
| +10% | +$52.1K | 0.01% | 884 |
|
2024
Q3 | $555K | Buy |
5,657
+1,126
| +25% | +$111K | 0.01% | 904 |
|
2024
Q2 | $412K | Buy |
4,531
+177
| +4% | +$16.1K | 0.01% | 977 |
|
2024
Q1 | $413K | Sell |
4,354
-35
| -0.8% | -$3.32K | 0.01% | 965 |
|
2023
Q4 | $339K | Buy |
4,389
+33
| +0.8% | +$2.55K | 0.01% | 1024 |
|
2023
Q3 | $278K | Sell |
4,356
-46
| -1% | -$2.93K | 0.01% | 1050 |
|
2023
Q2 | $288K | Buy |
4,402
+84
| +2% | +$5.49K | 0.01% | 978 |
|
2023
Q1 | $251K | Sell |
4,318
-46
| -1% | -$2.68K | 0.01% | 946 |
|
2022
Q4 | $228K | Sell |
4,364
-353
| -7% | -$18.4K | 0.01% | 994 |
|
2022
Q3 | $204K | Buy |
+4,717
| New | +$204K | 0.01% | 1017 |
|
2022
Q2 | – | Sell |
-4,626
| Closed | -$233K | – | 1245 |
|
2022
Q1 | $233K | Buy |
4,626
+298
| +7% | +$15K | 0.01% | 1099 |
|
2021
Q4 | $268K | Buy |
4,328
+1
| +0% | +$62 | 0.01% | 1042 |
|
2021
Q3 | $218K | Buy |
4,327
+150
| +4% | +$7.56K | 0.01% | 1068 |
|
2021
Q2 | $204K | Hold |
4,177
| – | – | 0.01% | 1114 |
|
2021
Q1 | $206K | Buy |
+4,177
| New | +$206K | 0.01% | 1034 |
|
2020
Q4 | – | Sell |
-12,526
| Closed | -$446K | – | 1095 |
|
2020
Q3 | $446K | Sell |
12,526
-4,494
| -26% | -$160K | 0.01% | 658 |
|
2020
Q2 | $479K | Buy |
+17,020
| New | +$479K | 0.02% | 612 |
|