Van Hulzen Asset Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-68,461
| Closed | -$6.19M | – | 683 |
|
|
2024
Q4 | $6.19M | Buy |
+68,461
| New | +$6.19M | 0.45% | 59 |
|
|
2023
Q3 | – | Sell |
-3,072
| Closed | -$201K | – | 312 |
|
|
2023
Q2 | $201K | Buy |
+3,072
| New | +$201K | 0.02% | 292 |
|
|
2023
Q1 | – | Sell |
-32,846
| Closed | -$1.72M | – | 312 |
|
|
2022
Q4 | $1.72M | Buy |
32,846
+152
| +0.5% | +$7.94K | 0.2% | 97 |
|
|
2022
Q3 | $1.41M | Sell |
32,694
-324
| -1% | -$14K | 0.17% | 101 |
|
|
2022
Q2 | $1.39M | Sell |
33,018
-1,280
| -4% | -$53.8K | 0.17% | 102 |
|
|
2022
Q1 | $1.73M | Buy |
34,298
+539
| +2% | +$27.1K | 0.18% | 94 |
|
|
2021
Q4 | $2.09M | Buy |
33,759
+1,982
| +6% | +$123K | 0.23% | 83 |
|
|
2021
Q3 | $1.6M | Buy |
31,777
+446
| +1% | +$22.5K | 0.24% | 74 |
|
|
2021
Q2 | $1.53M | Buy |
+31,331
| New | +$1.53M | 0.23% | 74 |
|