Transform Wealth’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,850
| Closed | -$1.58M | – | 235 |
|
|
2019
Q4 | $1.58M | Sell |
11,850
-2,000
| -14% | -$266K | 0.25% | 102 |
|
|
2019
Q3 | $1.71M | Sell |
13,850
-5,200
| -27% | -$641K | 0.3% | 96 |
|
|
2019
Q2 | $2.41M | Sell |
19,050
-22,650
| -54% | -$2.87M | 0.35% | 89 |
|
|
2019
Q1 | $4.5M | Sell |
41,700
-5,400
| -11% | -$583K | 0.84% | 49 |
|
|
2018
Q4 | $4.3M | Buy |
47,100
+7,100
| +18% | +$648K | 0.88% | 44 |
|
|
2018
Q3 | $4.09M | Buy |
40,000
+10,700
| +37% | +$1.09M | 0.71% | 57 |
|
|
2018
Q2 | $2.63M | Buy |
29,300
+12,500
| +74% | +$1.12M | 0.48% | 71 |
|
|
2018
Q1 | $1.44M | Sell |
16,800
-400
| -2% | -$34.2K | 0.27% | 121 |
|
|
2017
Q4 | $1.53M | Buy |
+17,200
| New | +$1.53M | 0.28% | 118 |
|