Quantum 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 | $279K | Sell |
637
-121
| -16% | -$52.9K | 0.04% | 138 |
|
|
2025
Q1 | $255K | Sell |
758
-62
| -8% | -$20.9K | 0.04% | 140 |
|
|
2024
Q4 | $303K | Sell |
820
-14
| -2% | -$5.17K | 0.05% | 124 |
|
|
2024
Q3 | $324K | Hold |
834
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $274K | Hold |
834
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $250K | Sell |
834
-7
| -0.8% | -$2.1K | 0.05% | 142 |
|
|
2023
Q4 | $205K | Buy |
+841
| New | +$205K | 0.05% | 120 |
|