ProVise Management Group’s Trane Technologies TT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,798
Closed -$1.04M 373
2022
Q1
$1.04M Buy
6,798
+5,365
+374% +$819K 0.1% 171
2021
Q4
$290K Buy
1,433
+2
+0.1% +$405 0.03% 310
2021
Q3
$247K Sell
1,431
-213
-13% -$36.8K 0.02% 321
2021
Q2
$303K Buy
1,644
+43
+3% +$7.93K 0.03% 289
2021
Q1
$265K Hold
1,601
0.03% 298
2020
Q4
$232K Buy
+1,601
New +$232K 0.03% 298