Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
1,585
-186
| -11% | -$81.4K | 0.01% | 385 |
|
|
2025
Q1 | $597K | Sell |
1,771
-56
| -3% | -$18.9K | 0.01% | 391 |
|
|
2024
Q4 | $675K | Sell |
1,827
-138
| -7% | -$51K | 0.02% | 347 |
|
|
2024
Q3 | $764K | Sell |
1,965
-425
| -18% | -$165K | 0.02% | 332 |
|
|
2024
Q2 | $786K | Buy |
2,390
+265
| +12% | +$87.2K | 0.02% | 305 |
|
|
2024
Q1 | $638K | Buy |
2,125
+268
| +14% | +$80.5K | 0.02% | 354 |
|
|
2023
Q4 | $453K | Buy |
1,857
+164
| +10% | +$40K | 0.01% | 375 |
|
|
2023
Q3 | $343K | Buy |
1,693
+33
| +2% | +$6.69K | 0.01% | 405 |
|
|
2023
Q2 | $318K | Buy |
1,660
+9
| +0.5% | +$1.72K | 0.01% | 427 |
|
|
2023
Q1 | $304K | Sell |
1,651
-1,174
| -42% | -$216K | 0.01% | 425 |
|
|
2022
Q4 | $475K | Sell |
2,825
-11
| -0.4% | -$1.85K | 0.02% | 314 |
|
|
2022
Q3 | $411K | Sell |
2,836
-1
| -0% | -$145 | 0.02% | 313 |
|
|
2022
Q2 | $368K | Buy |
2,837
+2
| +0.1% | +$259 | 0.02% | 352 |
|
|
2022
Q1 | $433K | Sell |
2,835
-404
| -12% | -$61.7K | 0.02% | 328 |
|
|
2021
Q4 | $654K | Buy |
3,239
+542
| +20% | +$109K | 0.03% | 242 |
|
|
2021
Q3 | $466K | Buy |
+2,697
| New | +$466K | 0.02% | 290 |
|