Modera 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 | $442K | Buy |
1,010
+98
| +11% | +$42.9K | 0.01% | 469 |
|
2025
Q1 | $307K | Sell |
912
-358
| -28% | -$121K | ﹤0.01% | 511 |
|
2024
Q4 | $469K | Buy |
1,270
+369
| +41% | +$136K | 0.01% | 453 |
|
2024
Q3 | $350K | Hold |
901
| – | – | ﹤0.01% | 464 |
|
2024
Q2 | $296K | Buy |
901
+2
| +0.2% | +$658 | ﹤0.01% | 479 |
|
2024
Q1 | $270K | Buy |
+899
| New | +$270K | ﹤0.01% | 498 |
|
2022
Q1 | – | Sell |
-1,514
| Closed | -$305K | – | 577 |
|
2021
Q4 | $305K | Buy |
+1,514
| New | +$305K | 0.01% | 410 |
|