KWA
Kingswood Wealth Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
10,666
-673
| -6% | -$294K | 0.37% | 52 |
|
|
2025
Q1 | $3.82M | Sell |
11,339
-653
| -5% | -$220K | 0.35% | 63 |
|
|
2024
Q4 | $4.43M | Sell |
11,992
-947
| -7% | -$350K | 0.33% | 57 |
|
|
2024
Q3 | $5.03M | Buy |
12,939
+97
| +0.8% | +$37.7K | 0.36% | 63 |
|
|
2024
Q2 | $4.22M | Buy |
12,842
+6,482
| +102% | +$2.13M | 0.38% | 49 |
|
|
2024
Q1 | $1.91M | Sell |
6,360
-7,148
| -53% | -$2.15M | 0.22% | 108 |
|
|
2023
Q4 | $3.29M | Buy |
13,508
+1,991
| +17% | +$486K | 0.37% | 56 |
|
|
2023
Q3 | $2.66M | Sell |
11,517
-100
| -0.9% | -$23.1K | 0.45% | 54 |
|
|
2023
Q2 | $2.22M | Buy |
+11,617
| New | +$2.22M | 0.71% | 35 |
|