Arete Wealth Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,728
| Closed | -$713K | – | 705 |
|
|
2023
Q2 | $713K | Sell |
3,728
-2,179
| -37% | -$417K | 0.06% | 290 |
|
|
2023
Q1 | $1.09M | Sell |
5,907
-63
| -1% | -$11.6K | 0.09% | 198 |
|
|
2022
Q4 | $1B | Buy |
5,970
+166
| +3% | +$27.9M | 0.09% | 201 |
|
|
2022
Q3 | $841K | Buy |
+5,804
| New | +$841K | 0.08% | 207 |
|
|
2022
Q1 | – | Sell |
-1,055
| Closed | -$207K | – | 552 |
|
|
2021
Q4 | $207K | Buy |
+1,055
| New | +$207K | 0.02% | 474 |
|