LWANC
Laurel Wealth Advisors (North Carolina)’s T Rowe Price TROW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-13
| Closed | -$1.59K | – | 682 |
|
2024
Q1 | $1.59K | Buy |
+13
| New | +$1.59K | ﹤0.01% | 557 |
|
2023
Q3 | – | Sell |
-179
| Closed | -$20.1K | – | 602 |
|
2023
Q2 | $20.1K | Sell |
179
-24
| -12% | -$2.69K | ﹤0.01% | 362 |
|
2023
Q1 | $22.9K | Buy |
+203
| New | +$22.9K | ﹤0.01% | 350 |
|
2021
Q3 | – | Sell |
-705
| Closed | -$140K | – | 742 |
|
2021
Q2 | $140K | Hold |
705
| – | – | 0.03% | 190 |
|
2021
Q1 | $121K | Hold |
705
| – | – | 0.03% | 191 |
|
2020
Q4 | $107K | Hold |
705
| – | – | 0.03% | 190 |
|
2020
Q3 | $90K | Hold |
705
| – | – | 0.03% | 188 |
|
2020
Q2 | $87K | Hold |
705
| – | – | 0.03% | 184 |
|
2020
Q1 | $69K | Hold |
705
| – | – | 0.03% | 192 |
|
2019
Q4 | $86K | Hold |
705
| – | – | 0.03% | 198 |
|
2019
Q3 | $81K | Hold |
705
| – | – | 0.03% | 199 |
|
2019
Q2 | $77K | Hold |
705
| – | – | 0.03% | 202 |
|
2019
Q1 | $71K | Hold |
705
| – | – | 0.03% | 205 |
|
2018
Q4 | $65K | Buy |
+705
| New | +$65K | 0.03% | 196 |
|