Buckingham Strategic Wealth’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.51M | Sell |
4,589
-149
| -3% | -$49K | 0.02% | 271 |
|
|
2024
Q1 | $1.42M | Buy |
4,738
+32
| +0.7% | +$9.61K | 0.02% | 280 |
|
|
2023
Q4 | $1.15M | Buy |
4,706
+833
| +22% | +$203K | 0.01% | 308 |
|
|
2023
Q3 | $786K | Buy |
3,873
+9
| +0.2% | +$1.83K | 0.01% | 330 |
|
|
2023
Q2 | $739K | Sell |
3,864
-27
| -0.7% | -$5.16K | 0.01% | 341 |
|
|
2023
Q1 | $654K | Hold |
3,891
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $654K | Buy |
3,891
+271
| +7% | +$45.6K | 0.01% | 327 |
|
|
2022
Q3 | $524K | Buy |
3,620
+198
| +6% | +$28.7K | 0.01% | 359 |
|
|
2022
Q2 | $444K | Buy |
3,422
+75
| +2% | +$9.73K | 0.01% | 391 |
|
|
2022
Q1 | $511K | Buy |
3,347
+289
| +9% | +$44.1K | 0.01% | 364 |
|
|
2021
Q4 | $618K | Sell |
3,058
-294
| -9% | -$59.4K | 0.01% | 331 |
|
|
2021
Q3 | $579K | Buy |
3,352
+179
| +6% | +$30.9K | 0.01% | 329 |
|
|
2021
Q2 | $584K | Hold |
3,173
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $525K | Hold |
3,173
| – | – | 0.03% | 318 |
|
|
2020
Q4 | $461K | Buy |
+3,173
| New | +$461K | 0.02% | 330 |
|