EWA
Etesian Wealth Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,169
| Closed | -$245K | – | 144 |
|
|
2024
Q4 | $245K | Hold |
2,169
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $236K | Sell |
2,169
-357
| -14% | -$38.9K | 0.11% | 135 |
|
|
2024
Q2 | $291K | Hold |
2,526
| – | – | 0.16% | 105 |
|
|
2024
Q1 | $308K | Sell |
2,526
-8
| -0.3% | -$975 | 0.18% | 99 |
|
|
2023
Q4 | $276K | Sell |
2,534
-28
| -1% | -$3.05K | 0.17% | 100 |
|
|
2023
Q3 | $269K | Sell |
2,562
-124
| -5% | -$13K | 0.18% | 98 |
|
|
2023
Q2 | $301K | Buy |
2,686
+185
| +7% | +$20.7K | 0.2% | 96 |
|
|
2023
Q1 | $282K | Sell |
2,501
-1,637
| -40% | -$185K | 0.19% | 97 |
|
|
2022
Q4 | $451K | Buy |
+4,138
| New | +$451K | 0.33% | 88 |
|