Reilly Financial Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $21K | Hold |
102
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $18K | Buy |
102
+12
| +13% | +$2.12K | ﹤0.01% | 547 |
|
|
2021
Q2 | $17K | Hold |
90
| – | – | ﹤0.01% | 584 |
|
|
2021
Q1 | $15K | Hold |
90
| – | – | ﹤0.01% | 611 |
|
|
2020
Q4 | $13K | Hold |
90
| – | – | ﹤0.01% | 579 |
|
|
2020
Q3 | $11K | Hold |
90
| – | – | ﹤0.01% | 557 |
|
|
2020
Q2 | $8K | Sell |
90
-10
| -10% | -$889 | ﹤0.01% | 642 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 604 |
|
|
2019
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2019
Q3 | $12K | Sell |
100
-500
| -83% | -$60K | ﹤0.01% | 606 |
|
|
2019
Q2 | $76K | Hold |
600
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $65K | Hold |
600
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $55K | Buy |
600
+100
| +20% | +$9.17K | 0.01% | 318 |
|
|
2018
Q3 | $51K | Buy |
+500
| New | +$51K | 0.01% | 363 |
|
|
2018
Q1 | – | Sell |
-507
| Closed | -$45K | – | 1057 |
|
|
2017
Q4 | $45K | Hold |
507
| – | – | 0.01% | 344 |
|
|
2017
Q3 | $45K | Hold |
507
| – | – | 0.01% | 330 |
|
|
2017
Q2 | $46K | Hold |
507
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $41K | Hold |
507
| – | – | 0.01% | 327 |
|
|
2016
Q4 | $38K | Buy |
+507
| New | +$38K | 0.01% | 321 |
|