Ulland Investment Advisors’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 |
-670
| Closed | -$54K | – | 225 |
|
|
2025
Q1 | $54K | Hold |
670
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $61K | Hold |
670
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $66K | Hold |
670
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $61K | Hold |
670
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $64K | Hold |
670
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $52K | Sell |
670
-35
| -5% | -$2.72K | 0.05% | 103 |
|
|
2023
Q3 | $45K | Hold |
705
| – | – | 0.05% | 106 |
|
|
2023
Q2 | $46K | Hold |
705
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $41K | Hold |
705
| – | – | 0.05% | 101 |
|
|
2022
Q4 | $37K | Hold |
705
| – | – | 0.04% | 104 |
|
|
2022
Q3 | $30K | Hold |
705
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $30K | Hold |
705
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $35K | Hold |
705
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $44K | Buy |
+705
| New | +$44K | 0.03% | 110 |
|