Tobias Financial Advisors’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 | $357K | Hold |
816
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $275K | Buy |
816
+4
| +0.5% | +$1.35K | 0.05% | 91 |
|
|
2024
Q4 | $300K | Sell |
812
-78
| -9% | -$28.8K | 0.06% | 89 |
|
|
2024
Q3 | $346K | Sell |
890
-11
| -1% | -$4.27K | 0.07% | 79 |
|
|
2024
Q2 | $296K | Buy |
901
+23
| +3% | +$7.56K | 0.06% | 82 |
|
|
2024
Q1 | $264K | Buy |
878
+2
| +0.2% | +$600 | 0.06% | 82 |
|
|
2023
Q4 | $214K | Buy |
+876
| New | +$214K | 0.05% | 88 |
|
|
2020
Q1 | – | Sell |
-580
| Closed | -$77K | – | 267 |
|
|
2019
Q4 | $77K | Buy |
+580
| New | +$77K | 0.05% | 79 |
|