ShankerValleau Wealth 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
$230K Buy
+525
New +$230K 0.07% 36
2024
Q4
Sell
-525
Closed -$204K 39
2024
Q3
$204K Buy
+525
New +$204K 0.07% 30