Mark Sheptoff Financial Planning’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 | $14.9K | Hold |
34
| – | – | 0.01% | 299 |
|
2025
Q1 | $11.5K | Hold |
34
| – | – | 0.01% | 305 |
|
2024
Q4 | $12.6K | Hold |
34
| – | – | 0.01% | 302 |
|
2024
Q3 | $13.2K | Hold |
34
| – | – | 0.01% | 282 |
|
2024
Q2 | $11.2K | Hold |
34
| – | – | 0.01% | 303 |
|
2024
Q1 | $10.2K | Hold |
34
| – | – | 0.01% | 291 |
|
2023
Q4 | $8.29K | Hold |
34
| – | – | 0.01% | 301 |
|
2023
Q3 | $6.9K | Hold |
34
| – | – | ﹤0.01% | 292 |
|
2023
Q2 | $6.5K | Hold |
34
| – | – | ﹤0.01% | 302 |
|
2023
Q1 | $6.26K | Hold |
34
| – | – | ﹤0.01% | 296 |
|
2022
Q4 | $5.72K | Hold |
34
| – | – | ﹤0.01% | 304 |
|
2022
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 296 |
|
2022
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 313 |
|
2022
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 344 |
|
2021
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 350 |
|
2021
Q3 | $6K | Hold |
34
| – | – | ﹤0.01% | 339 |
|
2021
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 361 |
|
2021
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 316 |
|
2020
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 309 |
|
2020
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 282 |
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 319 |
|
2020
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 301 |
|
2019
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 320 |
|
2019
Q3 | $4K | Hold |
34
| – | – | ﹤0.01% | 316 |
|
2019
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 302 |
|
2019
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 307 |
|
2018
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 301 |
|
2018
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 338 |
|
2018
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 335 |
|
2018
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 348 |
|
2017
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 340 |
|
2017
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 337 |
|
2017
Q2 | $3K | Sell |
34
-1
| -3% | -$88 | ﹤0.01% | 327 |
|
2017
Q1 | $3K | Buy |
35
+1
| +3% | +$86 | ﹤0.01% | 328 |
|
2016
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 318 |
|
2016
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 331 |
|
2016
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 323 |
|
2016
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 319 |
|
2015
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 336 |
|
2015
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 354 |
|
2015
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 333 |
|
2015
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 316 |
|
2014
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 312 |
|
2014
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 322 |
|
2014
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 328 |
|
2014
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 339 |
|