Kingswood Wealth Advisors’s Trane Technologies TT Stock Holding History

Kingswood Wealth Advisors’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.27M	Sell
2025 Q2	$4.67M	Sell
2025 Q1	$3.82M	Sell
2024 Q4	$4.43M	Sell
2024 Q3	$5.03M	Buy
2024 Q2	$4.22M	Buy
2024 Q1	$1.91M	Sell
2023 Q4	$3.29M	Buy
2023 Q3	$2.66M	Sell
2023 Q2	$2.22M	Buy