Tradition Wealth Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$6K | – | 793 |
|
|
2023
Q4 | $6K | Hold |
80
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q2 | $5K | Buy |
80
+5
| +7% | +$313 | ﹤0.01% | 1211 |
|
|
2023
Q1 | $4K | Buy |
75
+8
| +12% | +$427 | ﹤0.01% | 1212 |
|
|
2022
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 1088 |
|
|
2022
Q2 | – | Sell |
-52
| Closed | -$3K | – | 1111 |
|
|
2022
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q3 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1123 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$2K | – | 912 |
|
|
2020
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 941 |
|