HCR 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Hold |
697
| – | – | 0.04% | 185 |
|
2025
Q1 | $235K | Sell |
697
-6
| -0.9% | -$2.02K | 0.03% | 205 |
|
2024
Q4 | $260K | Buy |
703
+2
| +0.3% | +$739 | 0.03% | 194 |
|
2024
Q3 | $272K | Hold |
701
| – | – | 0.04% | 189 |
|
2024
Q2 | $231K | Hold |
701
| – | – | 0.03% | 200 |
|
2024
Q1 | $210K | Buy |
+701
| New | +$210K | 0.03% | 211 |
|