Valley National Advisers’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 | $99K | Buy |
1,194
+214
| +22% | +$17.7K | 0.02% | 307 |
|
|
2025
Q1 | $78K | Buy |
980
+262
| +36% | +$20.9K | 0.01% | 323 |
|
|
2024
Q4 | $64K | Buy |
718
+74
| +11% | +$6.6K | 0.01% | 329 |
|
|
2024
Q3 | $63K | Sell |
644
-60
| -9% | -$5.87K | 0.01% | 335 |
|
|
2024
Q2 | $63K | Sell |
704
-5
| -0.7% | -$447 | 0.01% | 358 |
|
|
2024
Q1 | $67K | Sell |
709
-437
| -38% | -$41.3K | 0.01% | 366 |
|
|
2023
Q4 | $88K | Buy |
1,146
+50
| +5% | +$3.84K | 0.01% | 331 |
|
|
2023
Q3 | $70K | Sell |
1,096
-109
| -9% | -$6.96K | 0.01% | 345 |
|
|
2023
Q2 | $79K | Sell |
1,205
-516
| -30% | -$33.8K | 0.01% | 333 |
|
|
2023
Q1 | $95K | Hold |
1,721
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $97K | Sell |
1,721
-547
| -24% | -$30.8K | 0.02% | 305 |
|
|
2022
Q3 | $107K | Sell |
2,268
-805
| -26% | -$38K | 0.02% | 289 |
|
|
2022
Q2 | $133K | Hold |
3,073
| – | – | 0.03% | 257 |
|
|
2022
Q1 | $155K | Hold |
3,073
| – | – | 0.03% | 252 |
|
|
2021
Q4 | $190K | Hold |
3,073
| – | – | 0.04% | 233 |
|
|
2021
Q3 | $155K | Hold |
3,073
| – | – | 0.03% | 237 |
|
|
2021
Q2 | $150K | Hold |
3,073
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $151K | Hold |
3,073
| – | – | 0.03% | 234 |
|
|
2020
Q4 | $140K | Sell |
3,073
-489
| -14% | -$22.3K | 0.03% | 225 |
|
|
2020
Q3 | $127K | Hold |
3,562
| – | – | 0.03% | 212 |
|
|
2020
Q2 | $100K | Sell |
3,562
-606
| -15% | -$17K | 0.02% | 223 |
|
|
2020
Q1 | $103K | Buy |
+4,168
| New | +$103K | 0.03% | 210 |
|