CWS
Cypress Wealth Services’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,323
| Closed | -$2.09M | – | 260 |
|
|
2021
Q2 | $2.09M | Sell |
11,323
-177
| -2% | -$32.6K | 0.57% | 45 |
|
|
2021
Q1 | $1.9M | Sell |
11,500
-102
| -0.9% | -$16.9K | 0.4% | 56 |
|
|
2020
Q4 | $1.68M | Buy |
+11,602
| New | +$1.68M | 0.38% | 54 |
|
|
2020
Q3 | – | Sell |
-11,602
| Closed | -$1.03M | – | 224 |
|
|
2020
Q2 | $1.03M | Sell |
11,602
-8
| -0.1% | -$712 | 0.25% | 93 |
|
|
2020
Q1 | $959K | Hold |
11,610
| – | – | 0.28% | 93 |
|
|
2019
Q4 | $1.54M | Hold |
11,610
| – | – | 0.39% | 77 |
|
|
2019
Q3 | $1.43M | Sell |
11,610
-18
| -0.2% | -$2.22K | 0.39% | 77 |
|
|
2019
Q2 | $1.47M | Hold |
11,628
| – | – | 0.43% | 73 |
|
|
2019
Q1 | $1.26M | Hold |
11,628
| – | – | 0.4% | 77 |
|
|
2018
Q4 | $1.06M | Buy |
11,628
+331
| +3% | +$30.2K | 0.42% | 72 |
|
|
2018
Q3 | $1.16M | Sell |
11,297
-14
| -0.1% | -$1.43K | 0.41% | 71 |
|
|
2018
Q2 | $1.02M | Buy |
+11,311
| New | +$1.02M | 0.39% | 76 |
|