Waldron Private Wealth’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 |
-2,506
| Closed | -$227K | – | 359 |
|
|
2024
Q4 | $227K | Buy |
2,506
+7
| +0.3% | +$633 | 0.01% | 382 |
|
|
2024
Q3 | $245K | Buy |
2,499
+4
| +0.2% | +$393 | 0.01% | 359 |
|
|
2024
Q2 | $227K | Buy |
2,495
+4
| +0.2% | +$363 | 0.01% | 371 |
|
|
2024
Q1 | $237K | Buy |
+2,491
| New | +$237K | 0.01% | 365 |
|