GoalVest Advisory’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
430
+256
| +147% | +$112K | 0.05% | 129 |
|
|
2025
Q1 | $58.6K | Buy |
174
+84
| +93% | +$28.3K | 0.02% | 176 |
|
|
2024
Q4 | $33.2K | Sell |
90
-63
| -41% | -$23.3K | 0.01% | 209 |
|
|
2024
Q3 | $59.5K | Buy |
153
+63
| +70% | +$24.5K | 0.02% | 176 |
|
|
2024
Q2 | $29.6K | Hold |
90
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $27K | Buy |
90
+55
| +157% | +$16.5K | 0.01% | 242 |
|
|
2023
Q4 | $8.54K | Buy |
35
+25
| +250% | +$6.1K | ﹤0.01% | 265 |
|
|
2023
Q3 | $2.03K | Buy |
+10
| New | +$2.03K | ﹤0.01% | 422 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$11K | – | 273 |
|
|
2022
Q3 | $11K | Sell |
75
-555
| -88% | -$81.4K | 0.01% | 184 |
|
|
2022
Q2 | $83K | Buy |
630
+553
| +718% | +$72.9K | 0.05% | 139 |
|
|
2022
Q1 | $12K | Buy |
+77
| New | +$12K | 0.01% | 232 |
|