Keystone Wealth 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 | $2.59M | Sell |
5,917
-354
| -6% | -$155K | 0.62% | 35 |
|
|
2025
Q1 | $2.11M | Sell |
6,271
-145
| -2% | -$48.9K | 0.57% | 39 |
|
|
2024
Q4 | $2.37M | Hold |
6,416
| – | – | 0.63% | 37 |
|
|
2024
Q3 | $2.49M | Sell |
6,416
-1,122
| -15% | -$436K | 0.69% | 29 |
|
|
2024
Q2 | $2.48M | Sell |
7,538
-1,201
| -14% | -$395K | 0.77% | 30 |
|
|
2024
Q1 | $2.62M | Sell |
8,739
-57
| -0.6% | -$17.1K | 0.85% | 26 |
|
|
2023
Q4 | $2.15M | Sell |
8,796
-919
| -9% | -$224K | 0.74% | 35 |
|
|
2023
Q3 | $1.97M | Sell |
9,715
-826
| -8% | -$168K | 0.75% | 32 |
|
|
2023
Q2 | $2.02M | Sell |
10,541
-16
| -0.2% | -$3.06K | 0.75% | 31 |
|
|
2023
Q1 | $1.94M | Hold |
10,557
| – | – | 0.79% | 30 |
|
|
2022
Q4 | $1.77M | Hold |
10,557
| – | – | 0.77% | 30 |
|
|
2022
Q3 | $1.53M | Hold |
10,557
| – | – | 0.72% | 31 |
|
|
2022
Q2 | $1.37M | Hold |
10,557
| – | – | 0.61% | 36 |
|
|
2022
Q1 | $1.61M | Hold |
10,557
| – | – | 0.64% | 37 |
|
|
2021
Q4 | $2.13M | Buy |
+10,557
| New | +$2.13M | 0.87% | 27 |
|