KLI
Kelman-Lazarov Inc’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,694
| Closed | -$274K | – | 124 |
|
|
2017
Q2 | $274K | Buy |
3,694
+170
| +5% | +$12.6K | 0.15% | 99 |
|
|
2017
Q1 | $240K | Sell |
3,524
-100
| -3% | -$6.81K | 0.15% | 96 |
|
|
2016
Q4 | $273K | Sell |
3,624
-2,305
| -39% | -$173K | 0.15% | 98 |
|
|
2016
Q3 | $395K | Sell |
5,929
-3,651
| -38% | -$243K | 0.22% | 91 |
|
|
2016
Q2 | $693K | Hold |
9,580
| – | – | 0.4% | 71 |
|
|
2016
Q1 | $708K | Buy |
+9,580
| New | +$708K | 0.41% | 74 |
|