Dakota Wealth Management’s Trane Technologies TT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
978
+50
+5% +$21.9K 0.01% 543
2025
Q1
$313K Hold
928
0.01% 600
2024
Q4
$343K Buy
928
+12
+1% +$4.43K 0.01% 569
2024
Q3
$356K Buy
916
+1
+0.1% +$389 0.01% 562
2024
Q2
$301K Sell
915
-3
-0.3% -$987 0.01% 577
2024
Q1
$276K Sell
918
-547
-37% -$164K 0.01% 600
2023
Q4
$357K Buy
1,465
+406
+38% +$99K 0.01% 476
2023
Q3
$215K Buy
+1,059
New +$215K 0.01% 577
2022
Q4
Sell
-1,478
Closed -$214K 626
2022
Q3
$214K Buy
+1,478
New +$214K 0.02% 485
2022
Q2
Sell
-1,469
Closed -$225K 546
2022
Q1
$225K Sell
1,469
-17
-1% -$2.6K 0.02% 392
2021
Q4
$301K Sell
1,486
-80
-5% -$16.2K 0.03% 304
2021
Q3
$270K Buy
1,566
+24
+2% +$4.14K 0.03% 294
2021
Q2
$284K Sell
1,542
-1,568
-50% -$289K 0.03% 282
2021
Q1
$515K Hold
3,110
0.07% 205
2020
Q4
$451K Sell
3,110
-130
-4% -$18.9K 0.06% 214
2020
Q3
$393K Hold
3,240
0.06% 199
2020
Q2
$288K Sell
3,240
-127
-4% -$11.3K 0.05% 221
2020
Q1
$278K Sell
3,367
-3,050
-48% -$252K 0.06% 204
2019
Q4
$853K Sell
6,417
-740
-10% -$98.4K 0.14% 143
2019
Q3
$882K Sell
7,157
-789
-10% -$97.2K 0.15% 140
2019
Q2
$1.01M Sell
7,946
-145
-2% -$18.4K 0.19% 110
2019
Q1
$873K Buy
+8,091
New +$873K 0.17% 124