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 |
|