Sutton Wealth Advisors’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $30.1K | Sell |
472
-1
| -0.2% | -$64 | 0.01% | 294 |
|
|
2023
Q2 | $30.9K | Buy |
473
+144
| +44% | +$9.41K | 0.02% | 286 |
|
|
2023
Q1 | $19.1K | Sell |
329
-32
| -9% | -$1.86K | 0.01% | 318 |
|
|
2022
Q4 | $18.9K | Sell |
361
-1
| -0.3% | -$52 | 0.01% | 718 |
|
|
2022
Q3 | $15.7K | Buy |
362
+159
| +78% | +$6.88K | 0.01% | 739 |
|
|
2022
Q2 | $8.54K | Buy |
203
+31
| +18% | +$1.3K | ﹤0.01% | 952 |
|
|
2022
Q1 | $8.66K | Sell |
172
-2
| -1% | -$101 | ﹤0.01% | 971 |
|
|
2021
Q4 | $10.8K | Hold |
174
| – | – | ﹤0.01% | 910 |
|
|
2021
Q3 | $8.77K | Buy |
174
+5
| +3% | +$252 | ﹤0.01% | 951 |
|
|
2021
Q2 | $8.25K | Hold |
169
| – | – | ﹤0.01% | 965 |
|
|
2021
Q1 | $8.32K | Hold |
169
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $7.7K | Hold |
169
| – | – | ﹤0.01% | 887 |
|
|
2020
Q3 | $6.02K | Hold |
169
| – | – | ﹤0.01% | 868 |
|
|
2020
Q2 | $4.75K | Sell |
169
-67
| -28% | -$1.88K | ﹤0.01% | 912 |
|
|
2020
Q1 | $5.85K | Buy |
+236
| New | +$5.85K | ﹤0.01% | 784 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1161 |
|
|
2018
Q3 | – | Sell |
-173
| Closed | -$15.5K | – | 1146 |
|
|
2018
Q2 | $15.5K | Hold |
173
| – | – | 0.01% | 693 |
|
|
2018
Q1 | $14.8K | Hold |
173
| – | – | 0.01% | 680 |
|
|
2017
Q4 | $15.4K | Hold |
173
| – | – | 0.01% | 646 |
|
|
2017
Q3 | $15.4K | Hold |
173
| – | – | 0.01% | 626 |
|
|
2017
Q2 | $15.8K | Hold |
173
| – | – | 0.01% | 610 |
|
|
2017
Q1 | $14.1K | Hold |
173
| – | – | 0.01% | 630 |
|
|
2016
Q4 | $13K | Hold |
173
| – | – | 0.01% | 623 |
|
|
2016
Q3 | $11.8K | Hold |
173
| – | – | 0.01% | 620 |
|
|
2016
Q2 | $11K | Hold |
173
| – | – | 0.01% | 603 |
|
|
2016
Q1 | $10.7K | Buy |
+173
| New | +$10.7K | 0.01% | 596 |
|