Heritage Financial Services’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 | $311K | Buy |
710
+32
| +5% | +$14K | 0.03% | 92 |
|
|
2025
Q1 | $228K | Hold |
678
| – | – | 0.02% | 105 |
|
|
2024
Q4 | $250K | Hold |
678
| – | – | 0.03% | 98 |
|
|
2024
Q3 | $264K | Hold |
678
| – | – | 0.04% | 89 |
|
|
2024
Q2 | $223K | Hold |
678
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $204K | Buy |
+678
| New | +$204K | 0.03% | 103 |
|
|
2022
Q3 | – | Sell |
-675
| Closed | -$87K | – | 438 |
|
|
2022
Q2 | $87K | Buy |
+675
| New | +$87K | 0.05% | 122 |
|