Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
4,715
+2,454
| +109% | +$1.07M | 0.06% | 337 |
|
|
2025
Q1 | $762K | Buy |
2,261
+1,365
| +152% | +$460K | 0.03% | 552 |
|
|
2024
Q4 | $331K | Buy |
+896
| New | +$331K | 0.02% | 687 |
|
|
2024
Q3 | – | Sell |
-823
| Closed | -$271K | – | 956 |
|
|
2024
Q2 | $271K | Buy |
+823
| New | +$271K | 0.02% | 667 |
|
|
2021
Q4 | – | Sell |
-536
| Closed | -$92K | – | 1679 |
|
|
2021
Q3 | $92K | Sell |
536
-131
| -20% | -$22.5K | 0.01% | 710 |
|
|
2021
Q2 | $122K | Buy |
667
+446
| +202% | +$81.6K | 0.01% | 671 |
|
|
2021
Q1 | $36K | Buy |
221
+39
| +21% | +$6.35K | 0.01% | 791 |
|
|
2020
Q4 | $26K | Buy |
182
+117
| +180% | +$16.7K | 0.01% | 692 |
|
|
2020
Q3 | $8.65K | Sell |
65
-58
| -47% | -$7.72K | ﹤0.01% | 773 |
|
|
2020
Q2 | $12.1K | Sell |
123
-90
| -42% | -$8.84K | 0.01% | 643 |
|
|
2020
Q1 | $17.6K | Buy |
213
+9
| +4% | +$743 | 0.01% | 513 |
|
|
2019
Q4 | $29.7K | Buy |
+204
| New | +$29.7K | 0.02% | 388 |
|