Apriem Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$203K | – | 137 |
|
|
2019
Q4 | $203K | Buy |
+1,530
| New | +$203K | 0.04% | 129 |
|
|
2018
Q3 | – | Sell |
-1,530
| Closed | -$137K | – | 361 |
|
|
2018
Q2 | $137K | Buy |
+1,530
| New | +$137K | 0.03% | 148 |
|
|
2017
Q2 | – | Sell |
-1,530
| Closed | -$124K | – | 508 |
|
|
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 | +$104K | 0.03% | 164 |
|