Summit Wealth & Retirement Planning’s Ingersoll Rand IR Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio IR Stock Details IR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$482K	Sell
2022 Q4	$759K	Sell
2022 Q3	$677K	Hold
2022 Q2	$659K	Sell
2022 Q1	$801K	Sell
2021 Q4	$1.06M	Sell
2021 Q3	$881K	Sell
2021 Q2	$1.14M	Sell
2021 Q1	$1.23M	Buy