Sage Private Wealth Group’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 | $446K | Buy |
1,020
+138
| +16% | +$60.4K | 0.29% | 48 |
|
|
2025
Q1 | $297K | Buy |
882
+60
| +7% | +$20.2K | 0.23% | 69 |
|
|
2024
Q4 | $304K | Buy |
822
+95
| +13% | +$35.1K | 0.23% | 65 |
|
|
2024
Q3 | $283K | Buy |
727
+54
| +8% | +$21K | 0.22% | 74 |
|
|
2024
Q2 | $221K | Buy |
+673
| New | +$221K | 0.19% | 81 |
|
|
2022
Q4 | – | Sell |
-248
| Closed | -$36K | – | 170 |
|
|
2022
Q3 | $36K | Hold |
248
| – | – | 0.05% | 93 |
|
|
2022
Q2 | $32K | Hold |
248
| – | – | 0.05% | 92 |
|
|
2022
Q1 | $38K | Hold |
248
| – | – | 0.04% | 94 |
|
|
2021
Q4 | $50K | Hold |
248
| – | – | 0.06% | 88 |
|
|
2021
Q3 | $43K | Hold |
248
| – | – | 0.06% | 88 |
|
|
2021
Q2 | $46K | Hold |
248
| – | – | 0.06% | 86 |
|
|
2021
Q1 | $41K | Hold |
248
| – | – | 0.07% | 90 |
|
|
2020
Q4 | $36K | Buy |
+248
| New | +$36K | 0.1% | 88 |
|