Wealthspire Advisors (Maryland)’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $225K | Sell |
1,852
-1,109
| -37% | -$135K | 0.01% | 421 |
|
|
2020
Q2 | $263K | Sell |
2,961
-76
| -3% | -$6.75K | 0.02% | 364 |
|
|
2020
Q1 | $251K | Sell |
3,037
-47
| -2% | -$3.88K | 0.02% | 339 |
|
|
2019
Q4 | $410K | Sell |
3,084
-1
| -0% | -$133 | 0.03% | 309 |
|
|
2019
Q3 | $380K | Sell |
3,085
-39
| -1% | -$4.8K | 0.03% | 302 |
|
|
2019
Q2 | $396K | Sell |
3,124
-106
| -3% | -$13.4K | 0.03% | 291 |
|
|
2019
Q1 | $349K | Sell |
3,230
-67
| -2% | -$7.24K | 0.03% | 320 |
|
|
2018
Q4 | $301K | Sell |
3,297
-85
| -3% | -$7.76K | 0.03% | 323 |
|
|
2018
Q3 | $346K | Sell |
3,382
-97
| -3% | -$9.92K | 0.03% | 322 |
|
|
2018
Q2 | $312K | Sell |
3,479
-194
| -5% | -$17.4K | 0.03% | 348 |
|
|
2018
Q1 | $314K | Sell |
3,673
-398
| -10% | -$34K | 0.03% | 352 |
|
|
2017
Q4 | $363K | Buy |
4,071
+68
| +2% | +$6.06K | 0.04% | 329 |
|
|
2017
Q3 | $357K | Buy |
4,003
+109
| +3% | +$9.72K | 0.04% | 319 |
|
|
2017
Q2 | $356K | Sell |
3,894
-1,007
| -21% | -$92.1K | 0.04% | 307 |
|
|
2017
Q1 | $399K | Buy |
4,901
+65
| +1% | +$5.29K | 0.06% | 229 |
|
|
2016
Q4 | $363K | Buy |
4,836
+48
| +1% | +$3.6K | 0.05% | 236 |
|
|
2016
Q3 | $325K | Buy |
4,788
+575
| +14% | +$39K | 0.05% | 248 |
|
|
2016
Q2 | $268K | Sell |
4,213
-1,045
| -20% | -$66.5K | 0.04% | 282 |
|
|
2016
Q1 | $326K | Buy |
5,258
+244
| +5% | +$15.1K | 0.06% | 234 |
|
|
2015
Q4 | $277K | Buy |
+5,014
| New | +$277K | 0.05% | 272 |
|