CLA (CliftonLarsonAllen) Wealth Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,045
| Closed | -$206K | – | 285 |
|
|
2021
Q3 | $206K | Hold |
1,045
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $207K | Buy |
+1,045
| New | +$207K | 0.01% | 299 |
|
|
2017
Q4 | – | Sell |
-10,304
| Closed | -$934K | – | 142 |
|
|
2017
Q3 | $934K | Buy |
10,304
+132
| +1% | +$12K | 0.1% | 98 |
|
|
2017
Q2 | $755K | Buy |
+10,172
| New | +$755K | 0.08% | 105 |
|