LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44K | Hold |
17
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $5.71K | Hold |
17
| – | – | ﹤0.01% | 502 |
|
|
2024
Q4 | $6.25K | Sell |
17
-12
| -41% | -$4.41K | ﹤0.01% | 503 |
|
|
2024
Q3 | $11.4K | Buy |
29
+23
| +383% | +$9.03K | ﹤0.01% | 493 |
|
|
2024
Q2 | $2.08K | Buy |
+6
| New | +$2.08K | ﹤0.01% | 537 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$3.41K | – | 599 |
|
|
2023
Q3 | $3.41K | Hold |
16
| – | – | ﹤0.01% | 573 |
|
|
2023
Q2 | $3.06K | Buy |
+16
| New | +$3.06K | ﹤0.01% | 599 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$1K | – | 768 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 738 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 937 |
|
|
2020
Q1 | – | Sell |
-727
| Closed | -$97K | – | 711 |
|
|
2019
Q4 | $97K | Hold |
727
| – | – | ﹤0.01% | 348 |
|
|
2019
Q3 | $90K | Buy |
+727
| New | +$90K | ﹤0.01% | 353 |
|
|
2016
Q4 | – | Sell |
-150
| Closed | -$10K | – | 617 |
|
|
2016
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 544 |
|