EverSource Wealth Advisors’s Trane Technologies TT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
3,048
+853
| +39% | +$373K | 0.06% | 217 |
|
2025
Q1 | $740K | Buy |
2,195
+576
| +36% | +$194K | 0.04% | 303 |
|
2024
Q4 | $598K | Buy |
1,619
+459
| +40% | +$170K | 0.03% | 335 |
|
2024
Q3 | $451K | Buy |
1,160
+164
| +16% | +$63.8K | 0.03% | 349 |
|
2024
Q2 | $333K | Buy |
996
+68
| +7% | +$22.7K | 0.02% | 415 |
|
2024
Q1 | $295K | Buy |
928
+72
| +8% | +$22.9K | 0.02% | 379 |
|
2023
Q4 | $209K | Buy |
856
+135
| +19% | +$32.9K | 0.02% | 424 |
|
2023
Q3 | $146K | Buy |
721
+113
| +19% | +$22.9K | 0.02% | 471 |
|
2023
Q2 | $116K | Buy |
608
+146
| +32% | +$27.9K | 0.01% | 529 |
|
2023
Q1 | $85K | Buy |
462
+89
| +24% | +$16.4K | 0.01% | 594 |
|
2022
Q4 | $62.7K | Buy |
373
+10
| +3% | +$1.68K | 0.01% | 664 |
|
2022
Q3 | $53K | Buy |
363
+150
| +70% | +$21.9K | 0.01% | 623 |
|
2022
Q2 | $28K | Buy |
213
+25
| +13% | +$3.29K | 0.01% | 747 |
|
2022
Q1 | $29K | Buy |
188
+3
| +2% | +$463 | 0.01% | 583 |
|
2021
Q4 | $37K | Buy |
+185
| New | +$37K | 0.01% | 485 |
|