TCI 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
Q2 | – | Sell |
-620
| Closed | -$36.1K | – | 1186 |
|
|
2023
Q1 | $36.1K | Buy |
620
+169
| +37% | +$9.83K | ﹤0.01% | 512 |
|
|
2022
Q4 | $23.6K | Hold |
451
| – | – | ﹤0.01% | 620 |
|
|
2022
Q3 | $20K | Buy |
451
+8
| +2% | +$355 | ﹤0.01% | 656 |
|
|
2022
Q2 | $19K | Sell |
443
-725
| -62% | -$31.1K | ﹤0.01% | 658 |
|
|
2022
Q1 | $59K | Buy |
1,168
+537
| +85% | +$27.1K | 0.01% | 366 |
|
|
2021
Q4 | $39K | Hold |
631
| – | – | 0.01% | 466 |
|
|
2021
Q3 | $32K | Buy |
631
+64
| +11% | +$3.25K | ﹤0.01% | 514 |
|
|
2021
Q2 | $28K | Buy |
567
+44
| +8% | +$2.17K | ﹤0.01% | 507 |
|
|
2021
Q1 | $26K | Buy |
523
+80
| +18% | +$3.98K | 0.01% | 489 |
|
|
2020
Q4 | $20K | Buy |
443
+48
| +12% | +$2.17K | 0.01% | 474 |
|
|
2020
Q3 | $14K | Hold |
395
| – | – | 0.01% | 494 |
|
|
2020
Q2 | $11K | Sell |
395
-186
| -32% | -$5.18K | ﹤0.01% | 539 |
|
|
2020
Q1 | $14K | Buy |
+581
| New | +$14K | 0.01% | 501 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1602 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 1217 |
|
|
2019
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 1234 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 1226 |
|
|
2018
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1234 |
|