Wilen Investment Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $351K | Sell |
8,162
-88
| -1% | -$3.78K | 0.36% | 35 |
|
2022
Q2 | $342K | Sell |
8,250
-1
| -0% | -$41 | 0.3% | 36 |
|
2022
Q1 | $413K | Sell |
8,251
-99
| -1% | -$4.96K | 0.31% | 39 |
|
2021
Q4 | $509K | Sell |
8,350
-440
| -5% | -$26.8K | 0.39% | 36 |
|
2021
Q3 | $439K | Hold |
8,790
| – | – | 0.36% | 39 |
|
2021
Q2 | $422K | Sell |
8,790
-88
| -1% | -$4.23K | 0.36% | 40 |
|
2021
Q1 | $433K | Sell |
8,878
-234
| -3% | -$11.4K | 0.38% | 39 |
|
2020
Q4 | $410K | Sell |
9,112
-686
| -7% | -$30.9K | 0.41% | 39 |
|
2020
Q3 | $412K | Sell |
9,798
-1,063
| -10% | -$44.7K | 0.45% | 39 |
|
2020
Q2 | $299K | Sell |
10,861
-4,181
| -28% | -$115K | 0.39% | 40 |
|
2020
Q1 | $369K | Buy |
+15,042
| New | +$369K | 0.55% | 31 |
|