Financial Architects (New Jersey)’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-75
| Closed | -$7K | – | 731 |
|
|
2020
Q2 | $7K | Buy |
75
+61
| +436% | +$5.3K | ﹤0.01% | 693 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 830 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 851 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 923 |
|
|
2019
Q2 | $2K | Sell |
14
-516
| -97% | -$61.7K | ﹤0.01% | 1104 |
|
|
2019
Q1 | $58K | Sell |
530
-9
| -2% | -$912 | 0.01% | 572 |
|
|
2018
Q4 | $49K | Buy |
539
+11
| +2% | +$1.08K | 0.01% | 552 |
|
|
2018
Q3 | $54K | Buy |
528
+6
| +1% | +$587 | 0.01% | 615 |
|
|
2018
Q2 | $47K | Sell |
522
-2
| -0.4% | -$176 | 0.01% | 590 |
|
|
2018
Q1 | $45K | Sell |
524
-57
| -10% | -$5.12K | 0.01% | 637 |
|
|
2017
Q4 | $52K | Buy |
581
+79
| +16% | +$6.96K | 0.01% | 674 |
|
|
2017
Q3 | $45K | Buy |
502
+6
| +1% | +$531 | 0.01% | 718 |
|
|
2017
Q2 | $45K | Sell |
496
-7
| -1% | -$614 | 0.01% | 710 |
|
|
2017
Q1 | $41K | Sell |
503
-8
| -2% | -$635 | 0.01% | 722 |
|
|
2016
Q4 | $38K | Sell |
511
-33
| -6% | -$2.38K | 0.01% | 653 |
|
|
2016
Q3 | $37K | Buy |
544
+511
| +1,548% | +$34.1K | 0.01% | 669 |
|
|
2016
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1341 |
|
|
2016
Q1 | $2K | Buy |
+33
| New | +$1.8K | ﹤0.01% | 1077 |
|
|
2015
Q3 | – | Sell |
-140
| Closed | -$9K | – | 873 |
|
|
2015
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 827 |
|
|
2015
Q1 | $10K | Hold |
140
| – | – | ﹤0.01% | 723 |
|
|
2014
Q4 | $9K | Buy |
140
+96
| +218% | +$5.86K | ﹤0.01% | 699 |
|
|
2014
Q3 | $2K | Buy |
+44
| New | +$2.67K | ﹤0.01% | 838 |
|