Veritable’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,645
| Closed | -$500K | – | 397 |
|
|
2023
Q2 | $500K | Buy |
7,645
+45
| +0.6% | +$2.94K | 0.01% | 542 |
|
|
2023
Q1 | $442K | Buy |
7,600
+27
| +0.4% | +$1.57K | 0.01% | 576 |
|
|
2022
Q4 | $396K | Buy |
7,573
+212
| +3% | +$11.1K | 0.01% | 589 |
|
|
2022
Q3 | $318K | Sell |
7,361
-1,711
| -19% | -$73.9K | 0.01% | 609 |
|
|
2022
Q2 | $382K | Buy |
9,072
+1,259
| +16% | +$53K | 0.01% | 602 |
|
|
2022
Q1 | $393K | Sell |
7,813
-332
| -4% | -$16.7K | 0.01% | 629 |
|
|
2021
Q4 | $504K | Buy |
8,145
+180
| +2% | +$11.1K | 0.01% | 557 |
|
|
2021
Q3 | $401K | Buy |
7,965
+291
| +4% | +$14.7K | 0.01% | 610 |
|
|
2021
Q2 | $375K | Hold |
7,674
| – | – | 0.01% | 610 |
|
|
2021
Q1 | $378K | Buy |
7,674
+41
| +0.5% | +$2.02K | 0.01% | 578 |
|
|
2020
Q4 | $348K | Sell |
7,633
-199
| -3% | -$9.07K | 0.01% | 582 |
|
|
2020
Q3 | $279K | Hold |
7,832
| – | – | 0.01% | 597 |
|
|
2020
Q2 | $220K | Sell |
7,832
-587
| -7% | -$16.5K | ﹤0.01% | 683 |
|
|
2020
Q1 | $209K | Buy |
+8,419
| New | +$209K | 0.01% | 660 |
|