Wunderlich Capital Managemnt’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 |
-857
| Closed | -$114K | – | 87 |
|
|
2019
Q4 | $114K | Buy |
+857
| New | +$114K | 0.07% | 86 |
|
|
2018
Q3 | – | Sell |
-17,084
| Closed | -$1.53M | – | 92 |
|
|
2018
Q2 | $1.53M | Buy |
17,084
+247
| +1% | +$22.2K | 1.07% | 56 |
|
|
2018
Q1 | $1.44M | Buy |
16,837
+59
| +0.4% | +$5.05K | 0.99% | 56 |
|
|
2017
Q4 | $1.5M | Buy |
16,778
+248
| +2% | +$22.1K | 1.04% | 51 |
|
|
2017
Q3 | $1.47M | Buy |
16,530
+54
| +0.3% | +$4.82K | 1.1% | 48 |
|
|
2017
Q2 | $1.51M | Sell |
16,476
-568
| -3% | -$51.9K | 1.13% | 41 |
|
|
2017
Q1 | $1.39M | Sell |
17,044
-4,891
| -22% | -$398K | 1.08% | 50 |
|
|
2016
Q4 | $1.65M | Sell |
21,935
-742
| -3% | -$55.7K | 1.34% | 26 |
|
|
2016
Q3 | $1.54M | Buy |
22,677
+357
| +2% | +$24.3K | 1.23% | 30 |
|
|
2016
Q2 | $1.42M | Buy |
22,320
+213
| +1% | +$13.6K | 1.2% | 38 |
|
|
2016
Q1 | $1.37M | Buy |
22,107
+676
| +3% | +$41.9K | 1.18% | 39 |
|
|
2015
Q4 | $1.19M | Buy |
+21,431
| New | +$1.19M | 1.02% | 57 |
|