One Wealth Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,018
| Closed | -$401K | – | 137 |
|
|
2019
Q4 | $401K | Sell |
3,018
-222
| -7% | -$29.5K | 0.3% | 47 |
|
|
2019
Q3 | $399K | Sell |
3,240
-507
| -14% | -$62.4K | 0.35% | 40 |
|
|
2019
Q2 | $475K | Sell |
3,747
-118
| -3% | -$15K | 0.39% | 39 |
|
|
2019
Q1 | $417K | Buy |
3,865
+1,056
| +38% | +$114K | 0.34% | 42 |
|
|
2018
Q4 | $256K | Buy |
+2,809
| New | +$256K | 0.26% | 67 |
|