BSW Wealth Partners’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 | $374K | Buy |
854
+131
| +18% | +$57.3K | 0.05% | 206 |
|
|
2025
Q1 | $244K | Buy |
723
+21
| +3% | +$7.08K | 0.04% | 264 |
|
|
2024
Q4 | $259K | Buy |
702
+68
| +11% | +$25.1K | 0.04% | 257 |
|
|
2024
Q3 | $246K | Buy |
+634
| New | +$246K | 0.04% | 256 |
|
|
2023
Q2 | – | Sell |
-3,103
| Closed | -$571K | – | 316 |
|
|
2023
Q1 | $571K | Sell |
3,103
-1,063
| -26% | -$196K | 0.12% | 121 |
|
|
2022
Q4 | $700K | Buy |
4,166
+442
| +12% | +$74.3K | 0.15% | 98 |
|
|
2022
Q3 | $539K | Buy |
3,724
+175
| +5% | +$25.3K | 0.13% | 108 |
|
|
2022
Q2 | $461K | Buy |
3,549
+869
| +32% | +$113K | 0.11% | 132 |
|
|
2022
Q1 | $409K | Buy |
2,680
+266
| +11% | +$40.6K | 0.1% | 156 |
|
|
2021
Q4 | $488K | Buy |
2,414
+132
| +6% | +$26.7K | 0.12% | 126 |
|
|
2021
Q3 | $394K | Sell |
2,282
-145
| -6% | -$25K | 0.11% | 129 |
|
|
2021
Q2 | $447K | Buy |
2,427
+307
| +14% | +$56.5K | 0.12% | 107 |
|
|
2021
Q1 | $351K | Buy |
2,120
+229
| +12% | +$37.9K | 0.1% | 123 |
|
|
2020
Q4 | $274K | Buy |
1,891
+6
| +0.3% | +$869 | 0.08% | 134 |
|
|
2020
Q3 | $229K | Buy |
+1,885
| New | +$229K | 0.09% | 124 |
|
|
2018
Q4 | – | Sell |
-2,767
| Closed | -$283K | – | 138 |
|
|
2018
Q3 | $283K | Buy |
+2,767
| New | +$283K | 0.11% | 85 |
|