JNBA Financial 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 | $61.2K | Hold |
140
| – | – | 0.01% | 275 |
|
2025
Q1 | $47.2K | Sell |
140
-100
| -42% | -$33.7K | ﹤0.01% | 288 |
|
2024
Q4 | $88.6K | Hold |
240
| – | – | 0.01% | 227 |
|
2024
Q3 | $93.3K | Buy |
240
+100
| +71% | +$38.9K | 0.01% | 227 |
|
2024
Q2 | $46.1K | Hold |
140
| – | – | ﹤0.01% | 293 |
|
2024
Q1 | $42K | Hold |
140
| – | – | ﹤0.01% | 312 |
|
2023
Q4 | $34.1K | Hold |
140
| – | – | ﹤0.01% | 326 |
|
2023
Q3 | $28.4K | Hold |
140
| – | – | ﹤0.01% | 343 |
|
2023
Q2 | $26.8K | Hold |
140
| – | – | ﹤0.01% | 359 |
|
2023
Q1 | $25.8K | Sell |
140
-114
| -45% | -$21K | ﹤0.01% | 360 |
|
2022
Q4 | $42.7K | Hold |
254
| – | – | 0.01% | 293 |
|
2022
Q3 | $37K | Hold |
254
| – | – | 0.01% | 304 |
|
2022
Q2 | $33K | Sell |
254
-53
| -17% | -$6.89K | 0.01% | 327 |
|
2022
Q1 | $47K | Hold |
307
| – | – | 0.01% | 298 |
|
2021
Q4 | $62K | Hold |
307
| – | – | 0.01% | 277 |
|
2021
Q3 | $53K | Sell |
307
-60
| -16% | -$10.4K | 0.01% | 285 |
|
2021
Q2 | $68K | Hold |
367
| – | – | 0.01% | 260 |
|
2021
Q1 | $61K | Buy |
367
+130
| +55% | +$21.6K | 0.01% | 263 |
|
2020
Q4 | $34K | Buy |
237
+44
| +23% | +$6.31K | 0.01% | 296 |
|
2020
Q3 | $23K | Hold |
193
| – | – | ﹤0.01% | 323 |
|
2020
Q2 | $17K | Sell |
193
-169
| -47% | -$14.9K | ﹤0.01% | 355 |
|
2020
Q1 | $20K | Buy |
362
+169
| +88% | +$9.34K | ﹤0.01% | 309 |
|
2019
Q4 | $26K | Hold |
193
| – | – | 0.01% | 320 |
|
2019
Q3 | $24K | Hold |
193
| – | – | ﹤0.01% | 312 |
|
2019
Q2 | $24K | Buy |
193
+53
| +38% | +$6.59K | ﹤0.01% | 322 |
|
2019
Q1 | $15K | Sell |
140
-73
| -34% | -$7.82K | ﹤0.01% | 362 |
|
2018
Q4 | $19K | Buy |
+213
| New | +$19K | ﹤0.01% | 304 |
|
2018
Q3 | – | Sell |
-213
| Closed | -$19K | – | 704 |
|
2018
Q2 | $19K | Buy |
213
+73
| +52% | +$6.51K | ﹤0.01% | 322 |
|
2018
Q1 | $12K | Hold |
140
| – | – | ﹤0.01% | 360 |
|
2017
Q4 | $12K | Hold |
140
| – | – | ﹤0.01% | 359 |
|
2017
Q3 | $12K | Hold |
140
| – | – | ﹤0.01% | 350 |
|
2017
Q2 | $13K | Hold |
140
| – | – | ﹤0.01% | 336 |
|
2017
Q1 | $11K | Buy |
+140
| New | +$11K | ﹤0.01% | 352 |
|
2016
Q4 | – | Sell |
-481
| Closed | -$33K | – | 1283 |
|
2016
Q3 | $33K | Buy |
+481
| New | +$33K | ﹤0.01% | 652 |
|
2016
Q2 | – | Sell |
-22
| Closed | -$1K | – | 548 |
|
2016
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 521 |
|