LWA
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Lowe Wealth Advisors’s T Rowe Price TROW Stock Holding History

Lowe Wealth Advisors’s Portfolio TROW Stock Details TROW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-860
Closed -$93.8K – 360
2022
Q4 		$93.8K Hold
860
– – 0.05% 76
2022
Q3 		$90K Hold
860
– – 0.05% 69
2022
Q2 		$98K Hold
860
– – 0.05% 65
2022
Q1 		$130K Hold
860
– – 0.06% 60
2021
Q4 		$169K Hold
860
– – 0.07% 50
2021
Q3 		$169K Hold
860
– – 0.08% 49
2021
Q2 		$170K Hold
860
– – 0.08% 46
2021
Q1 		$148K Hold
860
– – 0.07% 45
2020
Q4 		$130K Hold
860
– – 0.07% 46
2020
Q3 		$110K Hold
860
– – 0.06% 45
2020
Q2 		$106K Hold
860
– – 0.06% 44
2020
Q1 		$84K Sell
860
-60
-7% -$5.86K 0.06% 45
2019
Q4 		$112K Buy
920
+1
+0.1% +$122 0.06% 42
2019
Q3 		$105K Hold
919
– – 0.06% 41
2019
Q2 		$101K Buy
919
+1
+0.1% +$110 0.06% 42
2019
Q1 		$91K Hold
918
– – 0.06% 44
2018
Q4 		$85K Buy
918
+1
+0.1% +$93 0.06% 44
2018
Q3 		$100K Hold
917
– – 0.06% 41
2018
Q2 		$106K Hold
917
– – 0.07% 42
2018
Q1 		$99K Sell
917
-69
-7% -$7.45K 0.06% 44
2017
Q4 		$104K Sell
986
-130
-12% -$13.7K 0.06% 47
2017
Q3 		$101K Buy
1,116
+256
+30% +$23.2K 0.06% 47
2017
Q2 		$64K Hold
860
– – 0.04% 53
2017
Q1 		$59K Hold
860
– – 0.04% 54
2016
Q4 		$65K Hold
860
– – 0.04% 52
2016
Q3 		$57K Hold
860
– – 0.04% 55
2016
Q2 		$63K Hold
860
– – 0.04% 52
2016
Q1 		$63K Hold
860
– – 0.04% 51
2015
Q4 		$61K Hold
860
– – 0.04% 49
2015
Q3 		$60K Hold
860
– – 0.05% 49
2015
Q2 		$67K Hold
860
– – 0.05% 61
2015
Q1 		$70K Hold
860
– – 0.05% 57
2014
Q4 		$74K Buy
+860
New +$74K 0.05% 54