Invera Wealth Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,634	Closed	-$4.53M	–	65
2024 Q1	$4.53M	Sell	15,634 -1,165	-7%	-$337K	3.84%	5
2023 Q4	$4.1M	Buy	+16,799	New	+$4.1M	2.56%	9