Heritage Wealth Management (Arizona)’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $90.8K | Buy |
540
+285
| +112% | +$47.9K | 0.01% | 424 |
|
|
2022
Q3 | $37K | Buy |
255
+15
| +6% | +$2.18K | 0.01% | 445 |
|
|
2022
Q2 | $31.2K | Sell |
240
-150
| -38% | -$19.5K | 0.01% | 485 |
|
|
2022
Q1 | $60K | Buy |
+390
| New | +$60K | 0.02% | 450 |
|
|
2021
Q3 | $41K | Hold |
240
| – | – | 0.01% | 479 |
|
|
2021
Q2 | $44K | Sell |
240
-100
| -29% | -$18.3K | 0.02% | 473 |
|
|
2021
Q1 | $56K | Buy |
+340
| New | +$56K | 0.03% | 360 |
|