PWAG
Polaris Wealth Advisory Group’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-196,053
| Closed | -$17.9M | – | 174 |
|
|
2018
Q4 | $17.9M | Sell |
196,053
-5,529
| -3% | -$504K | 1.68% | 29 |
|
|
2018
Q3 | $20.6M | Buy |
201,582
+3,158
| +2% | +$323K | 1.42% | 33 |
|
|
2018
Q2 | $17M | Sell |
198,424
-118
| -0.1% | -$10.1K | 1.43% | 32 |
|
|
2018
Q1 | $17M | Buy |
198,542
+14,780
| +8% | +$1.26M | 1.38% | 32 |
|
|
2017
Q4 | $16.4M | Buy |
183,762
+7,641
| +4% | +$682K | 1.35% | 34 |
|
|
2017
Q3 | $15.7M | Buy |
+176,121
| New | +$15.7M | 1.38% | 34 |
|