Keystone Wealth Services’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	$2.17M	Sell	5,215 -87	-2%	-$36.9K	0.46%	51
2025 Q4	$2.06M	Sell	5,302 -251	-5%	-$104K	0.43%	48
2025 Q3	$2.34M	Sell	5,553 -364	-6%	-$156K	0.51%	49
2025 Q2	$2.59M	Sell	5,917 -354	-6%	-$140K	0.62%	35
2025 Q1	$2.11M	Sell	6,271 -145	-2%	-$52.4K	0.57%	39
2024 Q4	$2.37M	Hold	6,416	–	–	0.63%	37
2024 Q3	$2.49M	Sell	6,416 -1,122	-15%	-$389K	0.69%	29
2024 Q2	$2.48M	Sell	7,538 -1,201	-14%	-$382K	0.77%	30
2024 Q1	$2.62M	Sell	8,739 -57	-0.6%	-$15.5K	0.85%	26
2023 Q4	$2.15M	Sell	8,796 -919	-9%	-$201K	0.74%	35
2023 Q3	$1.97M	Sell	9,715 -826	-8%	-$165K	0.75%	32
2023 Q2	$2.02M	Sell	10,541 -16	-0.2%	-$2.84K	0.75%	31
2023 Q1	$1.94M	Hold	10,557	–	–	0.79%	30
2022 Q4	$1.77M	Hold	10,557	–	–	0.77%	30
2022 Q3	$1.53M	Hold	10,557	–	–	0.72%	31
2022 Q2	$1.37M	Hold	10,557	–	–	0.61%	36
2022 Q1	$1.61M	Hold	10,557	–	–	0.64%	37
2021 Q4	$2.13M	Buy	+10,557	New	+$1.99M	0.87%	27