Mosaic Family Wealth Partners’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
618
-247
| -29% | -$108K | 0.03% | 189 |
|
|
2025
Q1 | $291K | Hold |
865
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $319K | Hold |
865
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $336K | Sell |
865
-4
| -0.5% | -$1.56K | 0.05% | 151 |
|
|
2024
Q2 | $286K | Buy |
869
+4
| +0.5% | +$1.32K | 0.05% | 155 |
|
|
2024
Q1 | $260K | Sell |
865
-35
| -4% | -$10.5K | 0.04% | 180 |
|
|
2023
Q4 | $220K | Buy |
+900
| New | +$220K | 0.04% | 180 |
|