Mascoma Wealth Management’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38
| Closed | -$6.39K | – | 710 |
|
|
2022
Q4 | $6.39K | Sell |
38
-486
| -93% | -$81.7K | ﹤0.01% | 458 |
|
|
2022
Q3 | $76K | Sell |
524
-62
| -11% | -$8.99K | 0.03% | 193 |
|
|
2022
Q2 | $76K | Sell |
586
-86
| -13% | -$11.2K | 0.03% | 203 |
|
|
2022
Q1 | $103K | Buy |
672
+132
| +24% | +$20.2K | 0.03% | 181 |
|
|
2021
Q4 | $109K | Buy |
540
+190
| +54% | +$38.4K | 0.04% | 160 |
|
|
2021
Q3 | $60K | Buy |
+350
| New | +$60K | 0.02% | 186 |
|
|
2021
Q2 | – | Sell |
-350
| Closed | -$58K | – | 402 |
|
|
2021
Q1 | $58K | Buy |
+350
| New | +$58K | 0.03% | 196 |
|
|
2019
Q3 | – | Sell |
-350
| Closed | -$44K | – | 315 |
|
|
2019
Q2 | $44K | Hold |
350
| – | – | 0.03% | 169 |
|
|
2019
Q1 | $38K | Hold |
350
| – | – | 0.03% | 170 |
|
|
2018
Q4 | $32K | Hold |
350
| – | – | 0.02% | 168 |
|
|
2018
Q3 | $36K | Hold |
350
| – | – | 0.02% | 186 |
|
|
2018
Q2 | $31K | Hold |
350
| – | – | 0.02% | 185 |
|
|
2018
Q1 | $30K | Hold |
350
| – | – | 0.02% | 190 |
|
|
2017
Q4 | $33K | Buy |
+350
| New | +$33K | 0.02% | 171 |
|