Institute for Wealth Management’s Trane Technologies TT Stock Holding History

Institute for Wealth Management’s Portfolio TT Stock Details TT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$681K	Buy
2025 Q2	$427K	Hold
2025 Q1	$329K	Sell
2024 Q4	$362K	Buy
2024 Q3	$380K	Hold
2024 Q2	$321K	Buy
2024 Q1	$240K	Sell
2023 Q4	$207K	Buy