IWA
IBEX Wealth Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+506
| New | +$221K | 0.02% | 185 |
|
|
2024
Q3 | – | Sell |
-520
| Closed | -$171K | – | 260 |
|
|
2024
Q2 | $171K | Buy |
+520
| New | +$171K | 0.03% | 135 |
|
|
2022
Q3 | – | Sell |
-1,562
| Closed | -$203K | – | 166 |
|
|
2022
Q2 | $203K | Hold |
1,562
| – | – | 0.05% | 144 |
|
|
2022
Q1 | $238K | Sell |
1,562
-544
| -26% | -$82.9K | 0.05% | 150 |
|
|
2021
Q4 | $425K | Sell |
2,106
-131
| -6% | -$26.4K | 0.08% | 132 |
|
|
2021
Q3 | $386K | Buy |
2,237
+241
| +12% | +$41.6K | 0.07% | 133 |
|
|
2021
Q2 | $368K | Buy |
+1,996
| New | +$368K | 0.07% | 130 |
|
|
2019
Q3 | – | Sell |
-525
| Closed | -$66K | – | 334 |
|
|
2019
Q2 | $66K | Buy |
+525
| New | +$66K | 0.02% | 186 |
|
|
2017
Q1 | – | Sell |
-675
| Closed | -$53K | – | 359 |
|
|
2016
Q4 | $53K | Buy |
+675
| New | +$53K | 0.03% | 172 |
|