IAM Advisory’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 | $684K | Sell |
1,564
-19
| -1% | -$8.31K | 0.16% | 68 |
|
|
2025
Q1 | $534K | Buy |
1,583
+3
| +0.2% | +$1.01K | 0.14% | 73 |
|
|
2024
Q4 | $584K | Buy |
1,580
+4
| +0.3% | +$1.48K | 0.15% | 72 |
|
|
2024
Q3 | $613K | Buy |
1,576
+4
| +0.3% | +$1.56K | 0.15% | 71 |
|
|
2024
Q2 | $517K | Buy |
1,572
+4
| +0.3% | +$1.32K | 0.14% | 70 |
|
|
2024
Q1 | $471K | Buy |
1,568
+5
| +0.3% | +$1.5K | 0.13% | 73 |
|
|
2023
Q4 | $381K | Buy |
1,563
+6
| +0.4% | +$1.46K | 0.12% | 70 |
|
|
2023
Q3 | $316K | Buy |
1,557
+55
| +4% | +$11.2K | 0.11% | 73 |
|
|
2023
Q2 | $287K | Buy |
1,502
+6
| +0.4% | +$1.15K | 0.1% | 73 |
|
|
2023
Q1 | $275K | Sell |
1,496
-69
| -4% | -$12.7K | 0.1% | 77 |
|
|
2022
Q4 | $263K | Buy |
1,565
+82
| +6% | +$13.8K | 0.1% | 74 |
|
|
2022
Q3 | $215K | Buy |
+1,483
| New | +$215K | 0.09% | 74 |
|
|
2022
Q2 | – | Sell |
-1,469
| Closed | -$224K | – | 89 |
|
|
2022
Q1 | $224K | Hold |
1,469
| – | – | 0.09% | 70 |
|
|
2021
Q4 | $279K | Buy |
1,469
+4
| +0.3% | +$760 | 0.11% | 66 |
|
|
2021
Q3 | $249K | Buy |
+1,465
| New | +$249K | 0.11% | 66 |
|
|
2021
Q2 | – | Sell |
-1,455
| Closed | -$254K | – | 97 |
|
|
2021
Q1 | $254K | Buy |
1,455
+5
| +0.3% | +$873 | 0.11% | 60 |
|
|
2020
Q4 | $212K | Buy |
+1,450
| New | +$212K | 0.11% | 59 |
|