Steward Financial Group’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $17K | Buy |
85
+1
| +1% | +$200 | 0.01% | 276 |
|
2023
Q2 | $16K | Sell |
84
-16
| -16% | -$3.05K | 0.01% | 280 |
|
2023
Q1 | $18K | Buy |
100
+50
| +100% | +$9K | 0.01% | 142 |
|
2022
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 167 |
|
2022
Q3 | – | Sell |
-44
| Closed | -$5K | – | 1220 |
|
2022
Q2 | $5K | Buy |
44
+24
| +120% | +$2.73K | ﹤0.01% | 350 |
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 271 |
|
2021
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 198 |
|