Birchcreek Wealth Management’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 | $608K | Sell |
1,389
-113
| -8% | -$49.4K | 0.34% | 55 |
|
2025
Q1 | $506K | Sell |
1,502
-217
| -13% | -$73.1K | 0.32% | 56 |
|
2024
Q4 | $635K | Buy |
1,719
+178
| +12% | +$65.7K | 0.4% | 47 |
|
2024
Q3 | $599K | Sell |
1,541
-168
| -10% | -$65.3K | 0.39% | 49 |
|
2024
Q2 | $562K | Buy |
1,709
+187
| +12% | +$61.5K | 0.32% | 71 |
|
2024
Q1 | $457K | Buy |
1,522
+522
| +52% | +$157K | 0.24% | 89 |
|
2023
Q4 | $244K | Hold |
1,000
| – | – | 0.15% | 122 |
|
2023
Q3 | $203K | Buy |
+1,000
| New | +$203K | 0.14% | 129 |
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$202K | – | 120 |
|
2021
Q4 | $202K | Buy |
+1,000
| New | +$202K | 0.18% | 117 |
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$145K | – | 278 |
|
2020
Q4 | $145K | Buy |
+1,000
| New | +$145K | 0.14% | 121 |
|