EFS
Essex Financial Services’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
3,125
-108
| -3% | -$47.2K | 0.09% | 199 |
|
|
2025
Q1 | $1.09M | Sell |
3,233
-34
| -1% | -$11.5K | 0.08% | 214 |
|
|
2024
Q4 | $1.21M | Sell |
3,267
-29
| -0.9% | -$10.7K | 0.09% | 201 |
|
|
2024
Q3 | $1.29M | Buy |
3,296
+25
| +0.8% | +$9.8K | 0.09% | 191 |
|
|
2024
Q2 | $1.07M | Buy |
3,271
+1,049
| +47% | +$344K | 0.08% | 221 |
|
|
2024
Q1 | $667K | Sell |
2,222
-9
| -0.4% | -$2.7K | 0.06% | 273 |
|
|
2023
Q4 | $544K | Sell |
2,231
-1,481
| -40% | -$361K | 0.06% | 292 |
|
|
2023
Q3 | $753K | Buy |
3,712
+1,974
| +114% | +$401K | 0.09% | 218 |
|
|
2023
Q2 | $332K | Sell |
1,738
-24
| -1% | -$4.59K | 0.04% | 344 |
|
|
2023
Q1 | $324K | Buy |
1,762
+46
| +3% | +$8.46K | 0.03% | 361 |
|
|
2022
Q4 | $288K | Buy |
1,716
+205
| +14% | +$34.4K | 0.03% | 372 |
|
|
2022
Q3 | $219K | Buy |
+1,511
| New | +$219K | 0.03% | 419 |
|
|
2022
Q2 | – | Sell |
-1,549
| Closed | -$237K | – | 525 |
|
|
2022
Q1 | $237K | Buy |
1,549
+5
| +0.3% | +$765 | 0.02% | 427 |
|
|
2021
Q4 | $312K | Buy |
1,544
+11
| +0.7% | +$2.22K | 0.03% | 361 |
|
|
2021
Q3 | $265K | Buy |
1,533
+291
| +23% | +$50.3K | 0.03% | 371 |
|
|
2021
Q2 | $206K | Hold |
1,242
| – | – | 0.03% | 431 |
|
|
2021
Q1 | $206K | Buy |
+1,242
| New | +$206K | 0.04% | 336 |
|