9258 Wealth Management’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.51M | Buy |
3,890
+39
| +1% | +$15.2K | 0.22% | 92 |
|
|
2024
Q2 | $1.27M | Buy |
3,851
+145
| +4% | +$47.7K | 0.19% | 102 |
|
|
2024
Q1 | $1.11M | Buy |
3,706
+54
| +1% | +$16.2K | 0.17% | 111 |
|
|
2023
Q4 | $891K | Buy |
3,652
+545
| +18% | +$133K | 0.16% | 126 |
|
|
2023
Q3 | $630K | Buy |
3,107
+259
| +9% | +$52.6K | 0.12% | 149 |
|
|
2023
Q2 | $545K | Buy |
2,848
+358
| +14% | +$68.5K | 0.1% | 171 |
|
|
2023
Q1 | $458K | Sell |
2,490
-151
| -6% | -$27.8K | 0.09% | 190 |
|
|
2022
Q4 | $444K | Buy |
2,641
+76
| +3% | +$12.8K | 0.1% | 191 |
|
|
2022
Q3 | $371K | Buy |
2,565
+23
| +0.9% | +$3.33K | 0.09% | 201 |
|
|
2022
Q2 | $330K | Buy |
2,542
+259
| +11% | +$33.6K | 0.08% | 234 |
|
|
2022
Q1 | $349K | Buy |
2,283
+175
| +8% | +$26.8K | 0.08% | 247 |
|
|
2021
Q4 | $426K | Buy |
2,108
+742
| +54% | +$150K | 0.1% | 221 |
|
|
2021
Q3 | $236K | Buy |
1,366
+169
| +14% | +$29.2K | 0.06% | 304 |
|
|
2021
Q2 | $220K | Buy |
+1,197
| New | +$220K | 0.06% | 315 |
|