B. Riley 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 | $483K | Buy |
+1,103
| New | +$483K | 0.02% | 525 |
|
|
2024
Q4 | $536K | Sell |
1,450
-804
| -36% | -$297K | 0.02% | 675 |
|
|
2024
Q3 | $875K | Sell |
2,254
-896
| -28% | -$348K | 0.02% | 535 |
|
|
2024
Q2 | $1.04M | Sell |
3,150
-351
| -10% | -$115K | 0.03% | 526 |
|
|
2024
Q1 | $710K | Buy |
3,501
+335
| +11% | +$68K | 0.02% | 635 |
|
|
2023
Q4 | $772K | Sell |
3,166
-335
| -10% | -$81.7K | 0.02% | 613 |
|
|
2023
Q3 | $710K | Buy |
3,501
+287
| +9% | +$58.2K | 0.02% | 635 |
|
|
2023
Q2 | $615K | Sell |
3,214
-471
| -13% | -$90.2K | 0.01% | 768 |
|
|
2023
Q1 | $678K | Buy |
3,685
+287
| +8% | +$52.8K | 0.02% | 692 |
|
|
2022
Q4 | $572K | Buy |
3,398
+310
| +10% | +$52.2K | 0.02% | 737 |
|
|
2022
Q3 | $448K | Sell |
3,088
-496
| -14% | -$72K | 0.01% | 804 |
|
|
2022
Q2 | $466K | Sell |
3,584
-81
| -2% | -$10.5K | 0.02% | 687 |
|
|
2022
Q1 | $560K | Sell |
3,665
-911
| -20% | -$139K | 0.02% | 694 |
|
|
2021
Q4 | $924K | Buy |
4,576
+178
| +4% | +$35.9K | 0.03% | 554 |
|
|
2021
Q3 | $762K | Sell |
4,398
-321
| -7% | -$55.6K | 0.02% | 614 |
|
|
2021
Q2 | $864K | Buy |
4,719
+1,419
| +43% | +$260K | 0.03% | 563 |
|
|
2021
Q1 | $542K | Sell |
3,300
-288
| -8% | -$47.3K | 0.02% | 697 |
|
|
2020
Q4 | $521K | Sell |
3,588
-886
| -20% | -$129K | 0.03% | 531 |
|
|
2020
Q3 | $505K | Buy |
4,474
+1,126
| +34% | +$127K | 0.03% | 525 |
|
|
2020
Q2 | $298K | Sell |
3,348
-485
| -13% | -$43.2K | 0.02% | 635 |
|
|
2020
Q1 | $317K | Buy |
3,833
+1,757
| +85% | +$145K | 0.03% | 522 |
|
|
2019
Q4 | $276K | Buy |
2,076
+75
| +4% | +$9.97K | 0.02% | 630 |
|
|
2019
Q3 | $247K | Buy |
2,001
+282
| +16% | +$34.8K | 0.02% | 660 |
|
|
2019
Q2 | $218K | Sell |
1,719
-1,059
| -38% | -$134K | 0.02% | 684 |
|
|
2019
Q1 | $300K | Sell |
2,778
-426
| -13% | -$46K | 0.04% | 496 |
|
|
2018
Q4 | $293K | Sell |
3,204
-530
| -14% | -$48.5K | 0.04% | 441 |
|
|
2018
Q3 | $382K | Sell |
3,734
-27
| -0.7% | -$2.76K | 0.05% | 417 |
|
|
2018
Q2 | $338K | Buy |
3,761
+94
| +3% | +$8.45K | 0.04% | 421 |
|
|
2018
Q1 | $314K | Sell |
3,667
-170
| -4% | -$14.6K | 0.04% | 441 |
|
|
2017
Q4 | $343K | Buy |
+3,837
| New | +$343K | 0.05% | 404 |
|
|
2015
Q1 | – | Sell |
-458
| Closed | -$29 | – | 1874 |
|
|
2014
Q4 | $29 | Buy |
+458
| New | +$29 | ﹤0.01% | 2377 |
|
|
2014
Q3 | – | Sell |
-458
| Closed | -$28.6K | – | 1788 |
|
|
2014
Q2 | $28.6K | Buy |
+458
| New | +$28.6K | 0.01% | 1288 |
|