Evolution Wealth Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-226
| Closed | -$39K | – | 593 |
|
|
2021
Q3 | $39K | Buy |
226
+68
| +43% | +$11.7K | 0.01% | 241 |
|
|
2021
Q2 | $29K | Buy |
158
+2
| +1% | +$367 | 0.01% | 257 |
|
|
2021
Q1 | $26K | Buy |
156
+110
| +239% | +$18.3K | 0.01% | 265 |
|
|
2020
Q4 | $7K | Hold |
46
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$5K | – | 630 |
|
|
2019
Q4 | $5K | Sell |
37
-9
| -20% | -$1.22K | ﹤0.01% | 414 |
|
|
2019
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 250 |
|