APWA
Atlas Private Wealth Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
4,121
+29
| +0.7% | +$12.7K | 0.23% | 57 |
|
|
2025
Q1 | $1.38M | Buy |
4,092
+48
| +1% | +$16.2K | 0.19% | 64 |
|
|
2024
Q4 | $1.49M | Buy |
4,044
+10
| +0.2% | +$3.69K | 0.21% | 62 |
|
|
2024
Q3 | $1.57M | Buy |
4,034
+8
| +0.2% | +$3.11K | 0.23% | 53 |
|
|
2024
Q2 | $1.32M | Buy |
4,026
+2,024
| +101% | +$666K | 0.22% | 53 |
|
|
2024
Q1 | $601K | Sell |
2,002
-2,002
| -50% | -$601K | 0.2% | 52 |
|
|
2023
Q4 | $977K | Hold |
4,004
| – | – | 0.18% | 56 |
|
|
2023
Q3 | $812K | Hold |
4,004
| – | – | 0.15% | 83 |
|
|
2023
Q2 | $766K | Buy |
4,004
+2,002
| +100% | +$383K | 0.16% | 87 |
|
|
2023
Q1 | $368K | Hold |
2,002
| – | – | 0.17% | 92 |
|
|
2022
Q4 | $337K | Hold |
2,002
| – | – | 0.18% | 98 |
|
|
2022
Q3 | $290K | Hold |
2,002
| – | – | 0.17% | 101 |
|
|
2022
Q2 | $260K | Hold |
2,002
| – | – | 0.16% | 109 |
|
|
2022
Q1 | $306K | Hold |
2,002
| – | – | 0.14% | 106 |
|
|
2021
Q4 | $404K | Buy |
2,002
+2
| +0.1% | +$404 | 0.19% | 99 |
|
|
2021
Q3 | $345K | Hold |
2,000
| – | – | 0.18% | 107 |
|
|
2021
Q2 | $368K | Hold |
2,000
| – | – | 0.2% | 91 |
|
|
2021
Q1 | $331K | Hold |
2,000
| – | – | 0.18% | 91 |
|
|
2020
Q4 | $290K | Hold |
2,000
| – | – | 0.19% | 92 |
|
|
2020
Q3 | $243K | Hold |
2,000
| – | – | 0.2% | 87 |
|
|
2020
Q2 | $178K | Buy |
+2,000
| New | +$178K | 0.16% | 116 |
|