SWMG
Signature Wealth Management Group’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
4,499
-61
| -1% | -$26.7K | 0.78% | 51 |
|
|
2025
Q1 | $1.54M | Buy |
4,560
+170
| +4% | +$57.3K | 0.6% | 61 |
|
|
2024
Q4 | $1.62M | Buy |
4,390
+208
| +5% | +$76.8K | 0.65% | 60 |
|
|
2024
Q3 | $1.63M | Sell |
4,182
-2,137
| -34% | -$831K | 0.65% | 57 |
|
|
2024
Q2 | $2.08M | Sell |
6,319
-142
| -2% | -$46.7K | 0.91% | 38 |
|
|
2024
Q1 | $1.86M | Sell |
6,461
-235
| -4% | -$67.7K | 0.85% | 41 |
|
|
2023
Q4 | $1.63M | Buy |
+6,696
| New | +$1.63M | 0.75% | 45 |
|
|
2023
Q2 | $1.22M | Sell |
6,361
-219
| -3% | -$41.9K | 0.57% | 63 |
|
|
2023
Q1 | $1.21M | Sell |
6,580
-245
| -4% | -$45.1K | 0.57% | 63 |
|
|
2022
Q4 | $1.15M | Buy |
+6,825
| New | +$1.15M | 0.56% | 58 |
|
|
2019
Q4 | – | Sell |
-5,574
| Closed | -$687K | – | 83 |
|
|
2019
Q3 | $687K | Sell |
5,574
-873
| -14% | -$108K | 0.45% | 52 |
|
|
2019
Q2 | $805K | Buy |
6,447
+255
| +4% | +$31.8K | 0.54% | 45 |
|
|
2019
Q1 | $668K | Buy |
6,192
+180
| +3% | +$19.4K | 0.47% | 51 |
|
|
2018
Q4 | $548K | Buy |
6,012
+199
| +3% | +$18.1K | 0.43% | 56 |
|
|
2018
Q3 | $543K | Buy |
5,813
+915
| +19% | +$85.5K | 0.4% | 52 |
|
|
2018
Q2 | $439K | Buy |
4,898
+258
| +6% | +$23.1K | 0.32% | 56 |
|
|
2018
Q1 | $397K | Buy |
4,640
+333
| +8% | +$28.5K | 0.31% | 58 |
|
|
2017
Q4 | $384K | Buy |
+4,307
| New | +$384K | 0.28% | 55 |
|