Personal CFO Solutions’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	$412K	Sell	989 -748	-43%	-$318K	0.06%	289
2025 Q4	$676K	Sell	1,737 -121	-7%	-$50K	0.11%	181
2025 Q3	$784K	Sell	1,858 -5	-0.3%	-$2.14K	0.14%	151
2025 Q2	$815K	Buy	1,863 +518	+39%	+$204K	0.15%	147
2025 Q1	$453K	Buy	1,345 +192	+17%	+$69.4K	0.09%	225
2024 Q4	$426K	Buy	1,153 +27	+2%	+$10.7K	0.08%	234
2024 Q3	$438K	Sell	1,126 -20	-2%	-$6.94K	0.06%	296
2024 Q2	$377K	Buy	1,146 +18	+2%	+$5.72K	0.06%	318
2024 Q1	$339K	Buy	1,128 +38	+3%	+$10.3K	0.05%	362
2023 Q4	$266K	Sell	1,090 -220	-17%	-$48.1K	0.05%	404
2023 Q3	$266K	Sell	1,310 -37	-3%	-$7.41K	0.05%	352
2023 Q2	$258K	Sell	1,347 -4	-0.3%	-$710	0.05%	373
2023 Q1	$248K	Sell	1,351 -55	-4%	-$9.98K	0.05%	369
2022 Q4	$236K	Buy	+1,406	New	+$232K	0.05%	369
2021 Q3	–	Sell	-1,693	Closed	-$312K	–	474
2021 Q2	$312K	Sell	1,693 -10	-0.6%	-$1.78K	0.06%	278
2021 Q1	$282K	Buy	+1,703	New	+$264K	0.06%	279
2019 Q4	–	Sell	-2,507	Closed	-$309K	–	380
2019 Q3	$309K	Buy	+2,507	New	+$306K	0.12%	192