CWS
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Cypress Wealth Services’s Trane Technologies TT Stock Holding History

Cypress Wealth Services’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,323
Closed -$2.08M – 263
2021
Q2 		$2.08M Sell
11,323
-177
-2% -$31.5K 0.57% 45
2021
Q1 		$1.9M Sell
11,500
-102
-0.9% -$15.8K 0.4% 56
2020
Q4 		$1.68M Buy
+11,602
New +$1.6M 0.38% 54
2020
Q3 		– Sell
-11,602
Closed -$1.3M – 476
2020
Q2 		$1.03M Sell
11,602
-8
-0.1% -$696 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% -$2.2K 0.39% 77
2019
Q2 		$1.47M Hold
11,628
– – 0.43% 73
2019
Q1 		$1.25M Hold
11,628
– – 0.4% 77
2018
Q4 		$1.06M Buy
11,628
+331
+3% +$32.5K 0.42% 72
2018
Q3 		$1.16M Sell
11,297
-14
-0.1% -$1.37K 0.41% 71
2018
Q2 		$1.01M Buy
+11,311
New +$993K 0.39% 76

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