WealthShield 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 | $4.48M | Sell |
10,235
-8,909
| -47% | -$3.9M | 0.54% | 49 |
|
|
2025
Q1 | $6.46M | Buy |
19,144
+9,279
| +94% | +$3.13M | 0.83% | 30 |
|
|
2024
Q4 | $3.65M | Sell |
9,865
-449
| -4% | -$166K | 0.52% | 52 |
|
|
2024
Q3 | $4.02M | Buy |
10,314
+203
| +2% | +$79.1K | 0.54% | 45 |
|
|
2024
Q2 | $3.33M | Sell |
10,111
-17
| -0.2% | -$5.61K | 0.51% | 57 |
|
|
2024
Q1 | $3.05M | Buy |
10,128
+302
| +3% | +$90.9K | 0.49% | 54 |
|
|
2023
Q4 | $2.4M | Sell |
9,826
-3,957
| -29% | -$968K | 0.4% | 74 |
|
|
2023
Q3 | $2.8M | Buy |
13,783
+567
| +4% | +$115K | 0.42% | 63 |
|
|
2023
Q2 | $2.54M | Sell |
13,216
-541
| -4% | -$104K | 0.38% | 66 |
|
|
2023
Q1 | $2.54M | Buy |
+13,757
| New | +$2.54M | 0.41% | 62 |
|
|
2022
Q4 | – | Sell |
-10,872
| Closed | -$1.58M | – | 310 |
|
|
2022
Q3 | $1.58M | Buy |
10,872
+249
| +2% | +$36.2K | 0.31% | 87 |
|
|
2022
Q2 | $1.39M | Buy |
10,623
+1,368
| +15% | +$178K | 0.27% | 89 |
|
|
2022
Q1 | $1.42M | Buy |
9,255
+1,245
| +16% | +$191K | 0.23% | 108 |
|
|
2021
Q4 | $1.62M | Buy |
8,010
+1,396
| +21% | +$282K | 0.27% | 79 |
|
|
2021
Q3 | $1.14M | Buy |
6,614
+735
| +13% | +$127K | 0.31% | 72 |
|
|
2021
Q2 | $1.08M | Buy |
5,879
+581
| +11% | +$107K | 0.17% | 94 |
|
|
2021
Q1 | $877K | Buy |
5,298
+940
| +22% | +$156K | 0.16% | 106 |
|
|
2020
Q4 | $633K | Buy |
4,358
+371
| +9% | +$53.9K | 0.12% | 143 |
|
|
2020
Q3 | $483K | Buy |
3,987
+1,177
| +42% | +$143K | 0.17% | 135 |
|
|
2020
Q2 | $250K | Buy |
+2,810
| New | +$250K | 0.12% | 168 |
|