McClarren Financial Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-398
| Closed | -$97K | – | 423 |
|
2023
Q4 | $97K | Hold |
398
| – | – | 0.07% | 113 |
|
2023
Q3 | $80K | Hold |
398
| – | – | 0.07% | 120 |
|
2023
Q2 | $76K | Buy |
398
+2
| +0.5% | +$382 | 0.06% | 127 |
|
2023
Q1 | $72K | Buy |
396
+2
| +0.5% | +$364 | 0.07% | 120 |
|
2022
Q4 | $66K | Buy |
394
+3
| +0.8% | +$503 | 0.06% | 126 |
|
2022
Q3 | $56K | Buy |
+391
| New | +$56K | 0.06% | 119 |
|
2022
Q2 | – | Sell |
-389
| Closed | -$59K | – | 253 |
|
2022
Q1 | $59K | Buy |
389
+1
| +0.3% | +$152 | 0.04% | 115 |
|
2021
Q4 | $79K | Buy |
388
+2
| +0.5% | +$407 | 0.05% | 107 |
|
2021
Q3 | $66K | Sell |
386
-5
| -1% | -$855 | 0.05% | 100 |
|
2021
Q2 | $72K | Hold |
391
| – | – | 0.06% | 98 |
|
2021
Q1 | $65K | Buy |
391
+2
| +0.5% | +$332 | 0.06% | 97 |
|
2020
Q4 | $56K | Buy |
+389
| New | +$56K | 0.05% | 97 |
|