Kingswood Wealth Advisors’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	$4.18M	Sell	10,029 -356	-3%	-$151K	0.2%	120
2025 Q4	$4.04M	Buy	10,385 +267	+3%	+$110K	0.2%	119
2025 Q3	$4.27M	Sell	10,118 -548	-5%	-$234K	0.26%	96
2025 Q2	$4.67M	Sell	10,666 -673	-6%	-$266K	0.37%	52
2025 Q1	$3.82M	Sell	11,339 -653	-5%	-$236K	0.35%	63
2024 Q4	$4.43M	Sell	11,992 -947	-7%	-$376K	0.33%	57
2024 Q3	$5.03M	Buy	12,939 +97	+0.8%	+$33.6K	0.36%	63
2024 Q2	$4.22M	Buy	12,842 +6,482	+102%	+$2.06M	0.38%	49
2024 Q1	$1.91M	Sell	6,360 -7,148	-53%	-$1.94M	0.22%	108
2023 Q4	$3.29M	Buy	13,508 +1,991	+17%	+$436K	0.37%	56
2023 Q3	$2.66M	Sell	11,517 -100	-0.9%	-$20K	0.45%	54
2023 Q2	$2.22M	Buy	+11,617	New	+$2.06M	0.71%	35