JFS 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 | $61.7K | Buy |
141
+3
| +2% | +$1.31K | ﹤0.01% | 443 |
|
|
2025
Q1 | $46.5K | Hold |
138
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $51K | Hold |
138
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $53.6K | Sell |
138
-2
| -1% | -$777 | ﹤0.01% | 456 |
|
|
2024
Q2 | $46.1K | Sell |
140
-8
| -5% | -$2.63K | ﹤0.01% | 431 |
|
|
2024
Q1 | $44.4K | Hold |
148
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $36.1K | Buy |
148
+12
| +9% | +$2.93K | ﹤0.01% | 469 |
|
|
2023
Q3 | $27.6K | Hold |
136
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $26K | Hold |
136
| – | – | ﹤0.01% | 482 |
|
|
2023
Q1 | $25K | Sell |
136
-6
| -4% | -$1.1K | ﹤0.01% | 480 |
|
|
2022
Q4 | $23.9K | Buy |
142
+3
| +2% | +$504 | ﹤0.01% | 491 |
|
|
2022
Q3 | $20K | Buy |
139
+55
| +65% | +$7.91K | ﹤0.01% | 577 |
|
|
2022
Q2 | $11K | Sell |
84
-7
| -8% | -$917 | ﹤0.01% | 746 |
|
|
2022
Q1 | $14K | Sell |
91
-5
| -5% | -$769 | ﹤0.01% | 700 |
|
|
2021
Q4 | $19K | Buy |
96
+28
| +41% | +$5.54K | ﹤0.01% | 580 |
|
|
2021
Q3 | $12K | Buy |
+68
| New | +$12K | ﹤0.01% | 621 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$8K | – | 622 |
|
|
2020
Q4 | $8K | Buy |
+53
| New | +$8K | ﹤0.01% | 434 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$11K | – | 541 |
|
|
2014
Q4 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 364 |
|