Dakota 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
2026 Q1	$626K	Buy	1,502 +401	+36%	+$170K	0.01%	500
2025 Q4	$429K	Buy	1,101 +198	+22%	+$81.9K	0.01%	585
2025 Q3	$381K	Sell	903 -75	-8%	-$32K	0.01%	519
2025 Q2	$428K	Buy	978 +50	+5%	+$19.7K	0.01%	543
2025 Q1	$313K	Hold	928	–	–	0.01%	604
2024 Q4	$343K	Buy	928 +12	+1%	+$4.76K	0.01%	572
2024 Q3	$356K	Buy	916 +1	+0.1%	+$347	0.01%	564
2024 Q2	$301K	Sell	915 -3	-0.3%	-$954	0.01%	581
2024 Q1	$276K	Sell	918 -547	-37%	-$148K	0.01%	601
2023 Q4	$357K	Buy	1,465 +406	+38%	+$88.8K	0.01%	478
2023 Q3	$215K	Buy	+1,059	New	+$212K	0.01%	581
2022 Q4	–	Sell	-1,478	Closed	-$214K	–	632
2022 Q3	$214K	Buy	+1,478	New	+$221K	0.02%	489
2022 Q2	–	Sell	-1,469	Closed	-$225K	–	555
2022 Q1	$225K	Sell	1,469 -17	-1%	-$2.78K	0.02%	396
2021 Q4	$301K	Sell	1,486 -80	-5%	-$15.1K	0.03%	305
2021 Q3	$270K	Buy	1,566 +24	+2%	+$4.62K	0.03%	296
2021 Q2	$284K	Sell	1,542 -1,568	-50%	-$279K	0.03%	287
2021 Q1	$515K	Hold	3,110	–	–	0.07%	207
2020 Q4	$451K	Sell	3,110 -130	-4%	-$18K	0.06%	216
2020 Q3	$393K	Hold	3,240	–	–	0.06%	205
2020 Q2	$288K	Sell	3,240 -127	-4%	-$11K	0.05%	226
2020 Q1	$278K	Sell	3,367 -3,050	-48%	-$370K	0.06%	206
2019 Q4	$853K	Sell	6,417 -740	-10%	-$93.8K	0.14%	144
2019 Q3	$882K	Sell	7,157 -789	-10%	-$96.3K	0.15%	141
2019 Q2	$1.01M	Sell	7,946 -145	-2%	-$17.3K	0.19%	110
2019 Q1	$873K	Buy	+8,091	New	+$820K	0.17%	124