Householder Group Estate & Retirement Specialist’s T Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,947
| Closed | -$321K | – | 1166 |
|
2024
Q3 | $321K | Buy |
2,947
+140
| +5% | +$15.2K | 0.09% | 182 |
|
2024
Q2 | $323K | Buy |
2,807
+418
| +17% | +$48.1K | 0.09% | 181 |
|
2024
Q1 | $291K | Sell |
2,389
-235
| -9% | -$28.7K | 0.09% | 190 |
|
2023
Q4 | $282K | Buy |
2,624
+280
| +12% | +$30.1K | 0.09% | 194 |
|
2023
Q3 | $246K | Buy |
+2,344
| New | +$246K | 0.09% | 189 |
|
2023
Q1 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 894 |
|