CIA
Concurrent Investment Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Buy |
12,410
+1,578
| +15% | +$690K | 0.1% | 206 |
|
|
2025
Q1 | $3.65M | Buy |
10,832
+2,141
| +25% | +$721K | 0.09% | 235 |
|
|
2024
Q4 | $3.21M | Sell |
8,691
-423
| -5% | -$156K | 0.09% | 228 |
|
|
2024
Q3 | $3.54M | Buy |
9,114
+668
| +8% | +$260K | 0.1% | 203 |
|
|
2024
Q2 | $2.78M | Buy |
8,446
+2,106
| +33% | +$693K | 0.09% | 217 |
|
|
2024
Q1 | $1.9M | Sell |
6,340
-2,701
| -30% | -$811K | 0.08% | 252 |
|
|
2023
Q4 | $2.2M | Buy |
+9,041
| New | +$2.2M | 0.1% | 213 |
|