Valeo Financial 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 | $231K | Buy |
2,776
+241
| +10% | +$20K | 0.01% | 660 |
|
|
2025
Q1 | $203K | Buy |
2,535
+70
| +3% | +$5.6K | 0.01% | 637 |
|
|
2024
Q4 | $223K | Buy |
2,465
+19
| +0.8% | +$1.72K | 0.01% | 619 |
|
|
2024
Q3 | $240K | Sell |
2,446
-200
| -8% | -$19.6K | 0.01% | 592 |
|
|
2024
Q2 | $240K | Buy |
2,646
+196
| +8% | +$17.8K | 0.01% | 561 |
|
|
2024
Q1 | $227K | Buy |
+2,450
| New | +$227K | 0.01% | 580 |
|
|
2021
Q2 | – | Sell |
-1,825
| Closed | -$90K | – | 1076 |
|
|
2021
Q1 | $90K | Sell |
1,825
-52
| -3% | -$2.56K | ﹤0.01% | 637 |
|
|
2020
Q4 | $86K | Buy |
1,877
+1,730
| +1,177% | +$79.3K | ﹤0.01% | 602 |
|
|
2020
Q3 | $5K | Sell |
147
-10
| -6% | -$340 | ﹤0.01% | 1209 |
|
|
2020
Q2 | $4K | Buy |
157
+10
| +7% | +$255 | ﹤0.01% | 1513 |
|
|
2020
Q1 | $4K | Buy |
+147
| New | +$4K | ﹤0.01% | 1300 |
|