V Wealth Advisors’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 |
-4,089
| Closed | -$504K | – | 369 |
|
|
2019
Q4 | $504K | Hold |
4,089
| – | – | 0.18% | 131 |
|
|
2019
Q3 | $504K | Sell |
4,089
-45
| -1% | -$5.55K | 0.18% | 132 |
|
|
2019
Q2 | $519K | Sell |
4,134
-53
| -1% | -$6.65K | 0.2% | 124 |
|
|
2019
Q1 | $474K | Buy |
+4,187
| New | +$474K | 0.19% | 130 |
|
|
2017
Q3 | – | Sell |
-22,463
| Closed | -$2.04M | – | 665 |
|
|
2017
Q2 | $2.04M | Buy |
22,463
+34
| +0.2% | +$3.09K | 0.96% | 24 |
|
|
2017
Q1 | $1.82M | Buy |
22,429
+1,285
| +6% | +$104K | 1.12% | 25 |
|
|
2016
Q4 | $1.6M | Buy |
+21,144
| New | +$1.6M | 1.17% | 27 |
|