Summit Wealth & Retirement Planning’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,284
| Closed | -$482K | – | 80 |
|
|
2023
Q1 | $482K | Sell |
8,284
-6,239
| -43% | -$363K | 0.18% | 55 |
|
|
2022
Q4 | $759K | Sell |
14,523
-1,128
| -7% | -$58.9K | 0.31% | 37 |
|
|
2022
Q3 | $677K | Hold |
15,651
| – | – | 0.27% | 48 |
|
|
2022
Q2 | $659K | Sell |
15,651
-261
| -2% | -$11K | 0.25% | 50 |
|
|
2022
Q1 | $801K | Sell |
15,912
-1,212
| -7% | -$61K | 0.28% | 50 |
|
|
2021
Q4 | $1.06M | Sell |
17,124
-349
| -2% | -$21.6K | 0.36% | 39 |
|
|
2021
Q3 | $881K | Sell |
17,473
-5,841
| -25% | -$295K | 0.32% | 46 |
|
|
2021
Q2 | $1.14M | Sell |
23,314
-1,652
| -7% | -$80.6K | 0.42% | 41 |
|
|
2021
Q1 | $1.23M | Buy |
+24,966
| New | +$1.23M | 0.46% | 38 |
|