Avantax Planning Partners’s Trane Technologies TT Stock Holding History

Avantax Planning Partners’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Sell	2,655 -10	-0.4%	-$4.37K	0.04%	180
2025 Q1	$898K	Sell	2,665 -109	-4%	-$36.7K	0.03%	194
2024 Q4	$1.02M	Hold	2,774	–	–	0.04%	183
2024 Q3	$1.08M	Sell	2,774 -112	-4%	-$43.5K	0.04%	176
2024 Q2	$949K	Sell	2,886 -131	-4%	-$43.1K	0.03%	213
2024 Q1	$906K	Hold	3,017	–	–	0.03%	216
2023 Q4	$736K	Sell	3,017 -128	-4%	-$31.2K	0.03%	198
2023 Q3	$638K	Sell	3,145 -1,598	-34%	-$324K	0.03%	202
2023 Q2	$907K	Hold	4,743	–	–	0.04%	172
2023 Q1	$873K	Hold	4,743	–	–	0.04%	181
2022 Q4	$797K	Hold	4,743	–	–	0.03%	190
2022 Q3	$687K	Sell	4,743 -209	-4%	-$30.3K	0.03%	193
2022 Q2	$643K	Sell	4,952 -73	-1%	-$9.48K	0.03%	196
2022 Q1	$767K	Sell	5,025 -132	-3%	-$20.1K	0.03%	185
2021 Q4	$1.04M	Hold	5,157	–	–	0.04%	155
2021 Q3	$890K	Buy	5,157 +134	+3%	+$23.1K	0.04%	150
2021 Q2	$925K	Buy	5,023 +1,838	+58%	+$338K	0.04%	141
2021 Q1	$527K	Buy	3,185 +15	+0.5%	+$2.48K	0.03%	180
2020 Q4	$460K	Sell	3,170 -27	-0.8%	-$3.92K	0.02%	186
2020 Q3	$388K	Hold	3,197	–	–	0.02%	205
2020 Q2	$284K	Sell	3,197 -109	-3%	-$9.68K	0.02%	223
2020 Q1	$273K	Sell	3,306 -400	-11%	-$33K	0.02%	217
2019 Q4	$493K	Sell	3,706 -27,863	-88%	-$3.71M	0.03%	176
2019 Q3	$3.89M	Buy	31,569 +53	+0.2%	+$6.53K	0.24%	33
2019 Q2	$3.95M	Hold	31,516	–	–	0.26%	32
2019 Q1	$3.4M	Buy	31,516 +716	+2%	+$77.3K	0.24%	39
2018 Q4	$2.81M	Buy	30,800 +133	+0.4%	+$12.1K	0.21%	46
2018 Q3	$3.14M	Buy	30,667 +100	+0.3%	+$10.2K	0.25%	29
2018 Q2	$2.74M	Buy	30,567 +77	+0.3%	+$6.91K	0.25%	33
2018 Q1	$2.61M	Sell	30,490 -424	-1%	-$36.3K	0.22%	38
2017 Q4	$2.76M	Sell	30,914 -14	-0%	-$1.25K	0.25%	36
2017 Q3	$2.76M	Buy	30,928 +438	+1%	+$39.1K	0.22%	44
2017 Q2	$2.79M	Sell	30,490 -195	-0.6%	-$17.8K	0.23%	42
2017 Q1	$2.5M	Sell	30,685 -125	-0.4%	-$10.2K	0.22%	42
2016 Q4	$2.31M	Buy	+30,810	New	+$2.31M	0.25%	36