SVB Wealth’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 | – | Sell |
-1,585
| Closed | -$127K | – | 1048 |
|
|
2025
Q1 | $127K | Sell |
1,585
-823
| -34% | -$65.9K | 0.01% | 371 |
|
|
2024
Q4 | $218K | Buy |
+2,408
| New | +$218K | ﹤0.01% | 659 |
|
|
2024
Q3 | – | Sell |
-2,598
| Closed | -$236K | – | 306 |
|
|
2024
Q2 | $236K | Sell |
2,598
-704
| -21% | -$64K | 0.01% | 630 |
|
|
2024
Q1 | $314K | Buy |
+3,302
| New | +$314K | 0.01% | 613 |
|
|
2023
Q2 | – | Sell |
-3,552
| Closed | -$207K | – | 960 |
|
|
2023
Q1 | $207K | Sell |
3,552
-1,031
| -22% | -$60K | ﹤0.01% | 869 |
|
|
2022
Q4 | $239K | Buy |
+4,583
| New | +$239K | ﹤0.01% | 840 |
|
|
2020
Q2 | – | Sell |
-10,004
| Closed | -$248K | – | 660 |
|
|
2020
Q1 | $248K | Buy |
+10,004
| New | +$248K | 0.01% | 422 |
|