Strategic Wealth Partners’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
+988
| New | +$432K | 0.03% | 231 |
|
|
2024
Q4 | $329K | Buy |
911
+356
| +64% | +$129K | 0.03% | 252 |
|
|
2024
Q3 | $216K | Buy |
+555
| New | +$216K | 0.02% | 281 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$2K | – | 700 |
|
|
2018
Q2 | $2K | Sell |
21
-63
| -75% | -$6K | ﹤0.01% | 706 |
|
|
2018
Q1 | $7K | Buy |
84
+21
| +33% | +$1.75K | ﹤0.01% | 608 |
|
|
2017
Q4 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 590 |
|