SWM
SilverOak Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
834
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $281K | Hold |
834
| – | – | 0.06% | 76 |
|
|
2024
Q4 | $308K | Buy |
834
+4
| +0.5% | +$1.48K | 0.07% | 75 |
|
|
2024
Q3 | $323K | Hold |
830
| – | – | 0.07% | 72 |
|
|
2024
Q2 | $273K | Hold |
830
| – | – | 0.07% | 75 |
|
|
2024
Q1 | $249K | Hold |
830
| – | – | 0.06% | 82 |
|
|
2023
Q4 | $202K | Buy |
+830
| New | +$202K | 0.05% | 85 |
|