BWM
BigSur Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-977
| Closed | -$294K | – | 158 |
|
|
2024
Q1 | $294K | Sell |
977
-62
| -6% | -$18.6K | 0.09% | 127 |
|
|
2023
Q4 | $253K | Buy |
+1,039
| New | +$253K | 0.12% | 98 |
|
|
2022
Q1 | – | Sell |
-1,158
| Closed | -$234K | – | 145 |
|
|
2021
Q4 | $234K | Buy |
+1,158
| New | +$234K | 0.09% | 117 |
|
|
2021
Q3 | – | Sell |
-1,110
| Closed | -$204K | – | 126 |
|
|
2021
Q2 | $204K | Buy |
+1,110
| New | +$204K | 0.09% | 112 |
|