TWM
TriaGen Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-607
| Closed | -$205K | – | 193 |
|
|
2025
Q1 | $205K | Hold |
607
| – | – | 0.07% | 157 |
|
|
2024
Q4 | $224K | Hold |
607
| – | – | 0.08% | 154 |
|
|
2024
Q3 | $236K | Buy |
+607
| New | +$236K | 0.08% | 157 |
|
|
2024
Q2 | – | Sell |
-690
| Closed | -$207K | – | 175 |
|
|
2024
Q1 | $207K | Sell |
690
-8,383
| -92% | -$2.52M | 0.09% | 155 |
|
|
2023
Q4 | $2.21M | Sell |
9,073
-318
| -3% | -$77.6K | 1.05% | 29 |
|
|
2023
Q3 | $1.91M | Sell |
9,391
-68
| -0.7% | -$13.8K | 0.97% | 30 |
|
|
2023
Q2 | $1.81M | Hold |
9,459
| – | – | 0.83% | 43 |
|
|
2023
Q1 | $1.74M | Buy |
+9,459
| New | +$1.74M | 0.87% | 36 |
|