WR Wealth Planners’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.5K | Buy |
42
+14
| +50% | +$5.17K | 0.01% | 523 |
|
|
2024
Q3 | $10.9K | Hold |
28
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $9.21K | Buy |
28
+10
| +56% | +$3.29K | ﹤0.01% | 607 |
|
|
2024
Q1 | $5.4K | Buy |
+18
| New | +$5.4K | ﹤0.01% | 703 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$2.03K | – | 808 |
|
|
2023
Q3 | $2.03K | Hold |
10
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $1.91K | Hold |
10
| – | – | ﹤0.01% | 778 |
|
|
2023
Q1 | $1.84K | Buy |
+10
| New | +$1.84K | ﹤0.01% | 781 |
|