Institute for 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 | $427K | Hold |
976
| – | – | 0.05% | 342 |
|
|
2025
Q1 | $329K | Sell |
976
-5
| -0.5% | -$1.68K | 0.04% | 391 |
|
|
2024
Q4 | $362K | Buy |
981
+4
| +0.4% | +$1.48K | 0.05% | 361 |
|
|
2024
Q3 | $380K | Hold |
977
| – | – | 0.05% | 358 |
|
|
2024
Q2 | $321K | Buy |
977
+179
| +22% | +$58.9K | 0.04% | 376 |
|
|
2024
Q1 | $240K | Sell |
798
-160
| -17% | -$48K | 0.03% | 437 |
|
|
2023
Q4 | $207K | Buy |
+958
| New | +$207K | 0.03% | 454 |
|