Peak Financial Advisors’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	–	Sell	-8,390	Closed	-$2.83M	–	108
2025 Q1	$2.83M	Buy	8,390 +239	+3%	+$80.5K	1.44%	27
2024 Q4	$3.01M	Buy	+8,151	New	+$3.01M	1.57%	21