WFG Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $23K | Buy |
250
+46
| +23% | +$4.23K | 0.01% | 913 |
|
|
2017
Q1 | $17K | Hold |
204
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $15K | Buy |
204
+88
| +76% | +$6.47K | ﹤0.01% | 1009 |
|
|
2016
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 1190 |
|
|
2016
Q2 | $7K | Buy |
116
+1
| +0.9% | +$60 | ﹤0.01% | 1179 |
|
|
2016
Q1 | $7K | Buy |
115
+4
| +4% | +$243 | ﹤0.01% | 1135 |
|
|
2015
Q4 | $6K | Buy |
111
+1
| +0.9% | +$54 | ﹤0.01% | 1190 |
|
|
2015
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 1224 |
|
|
2015
Q2 | $7K | Buy |
110
+1
| +0.9% | +$64 | ﹤0.01% | 1272 |
|
|
2015
Q1 | $7K | Sell |
109
-80
| -42% | -$5.14K | ﹤0.01% | 1288 |
|
|
2014
Q4 | $12K | Hold |
189
| – | – | ﹤0.01% | 1391 |
|
|
2014
Q3 | $11K | Buy |
189
+1
| +0.5% | +$58 | ﹤0.01% | 1461 |
|
|
2014
Q2 | $12K | Hold |
188
| – | – | ﹤0.01% | 1425 |
|
|
2014
Q1 | $11K | Buy |
188
+1
| +0.5% | +$59 | ﹤0.01% | 1439 |
|
|
2013
Q4 | $12K | Sell |
187
-96
| -34% | -$6.16K | ﹤0.01% | 1527 |
|
|
2013
Q3 | $15K | Buy |
283
+49
| +21% | +$2.6K | ﹤0.01% | 1382 |
|
|
2013
Q2 | $10K | Buy |
+234
| New | +$10K | ﹤0.01% | 1459 |
|