Baystate Wealth Management’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$32.9K	Buy	134 +3	+2%	+$656	﹤0.01%	456
2023 Q3	$26.7K	Hold	131	–	–	﹤0.01%	435
2023 Q2	$25.1K	Buy	131 +1	+0.8%	+$177	﹤0.01%	431
2023 Q1	$24K	Hold	130	–	–	﹤0.01%	434
2022 Q4	$22K	Buy	130 +1	+0.8%	+$165	﹤0.01%	448
2022 Q3	$19K	Buy	129 +1	+0.8%	+$149	﹤0.01%	440
2022 Q2	$17K	Hold	128	–	–	﹤0.01%	479
2022 Q1	$20K	Buy	128 +1	+0.8%	+$164	﹤0.01%	462
2021 Q4	$26K	Hold	127	–	–	﹤0.01%	430
2021 Q3	$22K	Hold	127	–	–	﹤0.01%	407
2021 Q2	$23K	Buy	127 +1	+0.8%	+$178	﹤0.01%	376
2021 Q1	$21K	Hold	126	–	–	﹤0.01%	361
2020 Q4	$18K	Hold	126	–	–	﹤0.01%	357
2020 Q3	$15K	Sell	126 -398	-76%	-$44.7K	﹤0.01%	350
2020 Q2	$47K	Hold	524	–	–	0.01%	230
2020 Q1	$43K	Hold	524	–	–	0.01%	203
2019 Q4	$70K	Buy	524 +1	+0.2%	+$127	0.01%	195
2019 Q3	$64K	Buy	523 +1	+0.2%	+$122	0.01%	188
2019 Q2	$67K	Sell	522 -20	-4%	-$2.39K	0.01%	183
2019 Q1	$61K	Buy	542 +21	+4%	+$2.13K	0.01%	191
2018 Q4	$50K	Buy	521 +400	+331%	+$39.3K	0.01%	203
2018 Q3	$12K	Hold	121	–	–	﹤0.01%	358
2018 Q2	$11K	Buy	121 +91	+303%	+$7.99K	﹤0.01%	366
2018 Q1	$2K	Buy	30 +20	+200%	+$1.79K	﹤0.01%	522
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	618
2017 Q3	$1K	Sell	10 -100	-91%	-$8.84K	﹤0.01%	596
2017 Q2	$10K	Buy	110 +100	+1,000%	+$8.77K	﹤0.01%	344
2017 Q1	$1K	Buy	+10	New	+$794	﹤0.01%	593