Waterfront 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
Q2 | $917K | Sell |
11,030
-380
| -3% | -$31.6K | 0.21% | 143 |
|
|
2025
Q1 | $913K | Buy |
11,410
+18
| +0.2% | +$1.44K | 0.22% | 143 |
|
|
2024
Q4 | $1.03M | Buy |
11,392
+220
| +2% | +$19.9K | 0.25% | 128 |
|
|
2024
Q3 | $1.08M | Buy |
11,172
+183
| +2% | +$17.8K | 0.27% | 118 |
|
|
2024
Q2 | $998K | Buy |
10,989
+260
| +2% | +$23.6K | 0.27% | 118 |
|
|
2024
Q1 | $994K | Buy |
10,729
+363
| +4% | +$33.6K | 0.28% | 108 |
|
|
2023
Q4 | $802K | Buy |
10,366
+303
| +3% | +$23.4K | 0.24% | 129 |
|
|
2023
Q3 | $599K | Buy |
10,063
+406
| +4% | +$24.2K | 0.2% | 147 |
|
|
2023
Q2 | $633K | Buy |
9,657
+626
| +7% | +$41K | 0.19% | 150 |
|
|
2023
Q1 | $525K | Buy |
9,031
+455
| +5% | +$26.5K | 0.17% | 156 |
|
|
2022
Q4 | $477K | Buy |
8,576
+474
| +6% | +$26.4K | 0.16% | 168 |
|
|
2022
Q3 | $400K | Sell |
8,102
-2,687
| -25% | -$133K | 0.15% | 167 |
|
|
2022
Q2 | $454K | Buy |
10,789
+4,683
| +77% | +$197K | 0.18% | 149 |
|
|
2022
Q1 | $290K | Buy |
+6,106
| New | +$290K | 0.1% | 193 |
|