SHFA
SC&H Financial Advisors’s Trane Technologies TT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-881
| Closed | -$215K | – | 147 |
|
2023
Q4 | $215K | Buy |
+881
| New | +$215K | 0.06% | 135 |
|
2022
Q2 | – | Sell |
-1,866
| Closed | -$285K | – | 157 |
|
2022
Q1 | $285K | Sell |
1,866
-310
| -14% | -$47.3K | 0.14% | 123 |
|
2021
Q4 | $440K | Buy |
+2,176
| New | +$440K | 0.24% | 97 |
|