DWA
Dougherty Wealth Advisers’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-657
| Closed | -$100K | – | 131 |
|
|
2022
Q1 | $100K | Hold |
657
| – | – | 0.15% | 69 |
|
|
2021
Q4 | $133K | Hold |
657
| – | – | 0.19% | 58 |
|
|
2021
Q3 | $113K | Hold |
657
| – | – | 0.17% | 67 |
|
|
2021
Q2 | $121K | Hold |
657
| – | – | 0.18% | 64 |
|
|
2021
Q1 | $109K | Hold |
657
| – | – | 0.16% | 64 |
|
|
2020
Q4 | $95K | Hold |
657
| – | – | 0.15% | 68 |
|
|
2020
Q3 | $80K | Hold |
657
| – | – | 0.28% | 68 |
|
|
2020
Q2 | $58K | Hold |
657
| – | – | 0.21% | 88 |
|
|
2020
Q1 | $54K | Hold |
657
| – | – | 0.22% | 86 |
|
|
2019
Q4 | $87K | Hold |
657
| – | – | 0.27% | 73 |
|
|
2019
Q3 | $81K | Hold |
657
| – | – | 0.27% | 74 |
|
|
2019
Q2 | $83K | Hold |
657
| – | – | 0.23% | 83 |
|
|
2019
Q1 | $71K | Hold |
657
| – | – | 0.24% | 76 |
|
|
2018
Q4 | $67K | Buy |
+657
| New | +$67K | 0.22% | 83 |
|