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Apriem Advisors’s Trane Technologies TT Stock Holding History

Apriem Advisors’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,530
Closed -$203K – 137
2019
Q4 		$203K Buy
+1,530
New +$194K 0.04% 129
2018
Q3 		– Sell
-1,530
Closed -$137K – 362
2018
Q2 		$137K Buy
+1,530
New +$134K 0.03% 148
2017
Q2 		– Sell
-1,530
Closed -$124K – 507
2017
Q1 		$124K Hold
1,530
– – 0.03% 155
2016
Q4 		$115K Hold
1,530
– – 0.03% 153
2016
Q3 		$104K Buy
+1,530
New +$102K 0.03% 164

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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