Berman Capital Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $178K | Buy |
1,038
+401
| +63% | +$68.8K | 0.03% | 287 |
|
|
2021
Q2 | $117K | Buy |
637
+48
| +8% | +$8.82K | 0.02% | 338 |
|
|
2021
Q1 | $96K | Buy |
589
+214
| +57% | +$34.9K | 0.02% | 317 |
|
|
2020
Q4 | $54K | Buy |
375
+8
| +2% | +$1.15K | 0.01% | 394 |
|
|
2020
Q3 | $44K | Hold |
367
| – | – | 0.01% | 380 |
|
|
2020
Q2 | $32K | Sell |
367
-32
| -8% | -$2.79K | 0.01% | 423 |
|
|
2020
Q1 | $32K | Buy |
399
+83
| +26% | +$6.66K | 0.01% | 382 |
|
|
2019
Q4 | $42K | Hold |
316
| – | – | 0.01% | 356 |
|
|
2019
Q3 | $38K | Hold |
316
| – | – | 0.01% | 358 |
|
|
2019
Q2 | $40K | Buy |
316
+153
| +94% | +$19.4K | 0.01% | 349 |
|
|
2019
Q1 | $17K | Hold |
163
| – | – | 0.01% | 502 |
|
|
2018
Q4 | $14K | Buy |
+163
| New | +$14K | 0.01% | 456 |
|