Berman Capital Advisors’s T. Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $184K | Buy |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $120K | Sell |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $60K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $36K | Buy |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $32K | Buy |
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|
2019
Q1 | $29K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $336K | Buy |
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