SWA
SOA Wealth Advisors’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06K | Sell |
7
-24
| -77% | -$10.5K | ﹤0.01% | 683 |
|
|
2025
Q1 | $10.4K | Hold |
31
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $11.5K | Hold |
31
| – | – | ﹤0.01% | 534 |
|
|
2024
Q3 | $12.1K | Hold |
31
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $10.2K | Sell |
31
-5
| -14% | -$1.65K | ﹤0.01% | 534 |
|
|
2024
Q1 | $10.8K | Hold |
36
| – | – | ﹤0.01% | 527 |
|
|
2023
Q4 | $8.78K | Sell |
36
-97
| -73% | -$23.7K | ﹤0.01% | 543 |
|
|
2023
Q3 | $27K | Hold |
133
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $25.4K | Hold |
133
| – | – | 0.01% | 392 |
|
|
2023
Q1 | $24.5K | Hold |
133
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $22.4K | Sell |
133
-2
| -1% | -$336 | 0.01% | 388 |
|
|
2022
Q3 | $19K | Sell |
135
-16
| -11% | -$2.25K | 0.01% | 404 |
|
|
2022
Q2 | $19K | Sell |
151
-356
| -70% | -$44.8K | 0.01% | 395 |
|
|
2022
Q1 | $77K | Hold |
507
| – | – | 0.02% | 259 |
|
|
2021
Q4 | $101K | Hold |
507
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $87K | Sell |
507
-1
| -0.2% | -$172 | 0.02% | 236 |
|
|
2021
Q2 | $93K | Buy |
508
+158
| +45% | +$28.9K | 0.02% | 226 |
|
|
2021
Q1 | $57K | Sell |
350
-58
| -14% | -$9.45K | 0.02% | 256 |
|
|
2020
Q4 | $60K | Buy |
+408
| New | +$60K | 0.02% | 240 |
|