Wealthspire Advisors (New York)’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 | $225K | Buy |
2,699
+180
| +7% | +$15K | ﹤0.01% | 750 |
|
|
2025
Q1 | $202K | Buy |
2,519
+174
| +7% | +$13.9K | ﹤0.01% | 745 |
|
|
2024
Q4 | $212K | Buy |
2,345
+34
| +1% | +$3.08K | ﹤0.01% | 735 |
|
|
2024
Q3 | $227K | Buy |
2,311
+43
| +2% | +$4.22K | ﹤0.01% | 682 |
|
|
2024
Q2 | $206K | Buy |
2,268
+119
| +6% | +$10.8K | ﹤0.01% | 616 |
|
|
2024
Q1 | $204K | Buy |
+2,149
| New | +$204K | ﹤0.01% | 602 |
|
|
2022
Q3 | – | Sell |
-5,684
| Closed | -$239K | – | 529 |
|
|
2022
Q2 | $239K | Buy |
+5,684
| New | +$239K | 0.01% | 446 |
|