TSWM
Triangle Securities Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
895
| – | – | 0.1% | 168 |
|
|
2025
Q1 | $302K | Hold |
895
| – | – | 0.08% | 182 |
|
|
2024
Q4 | $331K | Hold |
895
| – | – | 0.08% | 178 |
|
|
2024
Q3 | $348K | Hold |
895
| – | – | 0.09% | 180 |
|
|
2024
Q2 | $294K | Sell |
895
-60
| -6% | -$19.7K | 0.08% | 180 |
|
|
2024
Q1 | $287K | Hold |
955
| – | – | 0.08% | 182 |
|
|
2023
Q4 | $233K | Buy |
+955
| New | +$233K | 0.07% | 187 |
|
|
2022
Q1 | – | Sell |
-1,245
| Closed | -$252K | – | 180 |
|
|
2021
Q4 | $252K | Hold |
1,245
| – | – | 0.08% | 166 |
|
|
2021
Q3 | $215K | Hold |
1,245
| – | – | 0.07% | 171 |
|
|
2021
Q2 | $229K | Hold |
1,245
| – | – | 0.08% | 168 |
|
|
2021
Q1 | $206K | Buy |
+1,245
| New | +$206K | 0.07% | 167 |
|
|
2013
Q3 | – | Sell |
-1,420
| Closed | -$79K | – | 359 |
|
|
2013
Q2 | $79K | Buy |
+1,420
| New | +$79K | 0.06% | 194 |
|