Compass Ion Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	3,460 -6	-0.2%	-$2.55K	0.14%	82
2025 Q4	$1.35M	Buy	3,466 +211	+6%	+$87.3K	0.13%	83
2025 Q3	$1.37M	Buy	3,255 +2	+0.1%	+$855	0.13%	82
2025 Q2	$1.42M	Sell	3,253 -296	-8%	-$117K	0.15%	77
2025 Q1	$1.2M	Buy	3,549 +2	+0.1%	+$723	0.14%	84
2024 Q4	$1.31M	Sell	3,547 -230	-6%	-$91.3K	0.16%	82
2024 Q3	$1.47M	Buy	3,777 +47	+1%	+$16.3K	0.18%	73
2024 Q2	$1.12M	Hold	3,730	–	–	0.16%	77
2024 Q1	$1.12M	Sell	3,730 -2,455	-40%	-$666K	0.16%	78
2023 Q4	$1.51M	Sell	6,185 -10	-0.2%	-$2.19K	0.23%	63
2023 Q3	$1.26M	Buy	+6,195	New	+$1.24M	0.22%	74