Safeguard Financial’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $222K | Buy |
660
+19
| +3% | +$6.4K | 0.05% | 99 |
|
2024
Q4 | $237K | Sell |
641
-165
| -20% | -$60.9K | 0.05% | 101 |
|
2024
Q3 | $313K | Buy |
+806
| New | +$313K | 0.07% | 90 |
|
2023
Q3 | – | Sell |
-500
| Closed | -$95K | – | 511 |
|
2023
Q2 | $95K | Buy |
+500
| New | +$95K | 0.05% | 102 |
|