MWM
Mascoma Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2025
Q1 | $9.19K | Hold |
100
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $11.3K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2024
Q3 | $10.9K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $11.5K | Hold |
100
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $11.5K | Sell |
100
-180
| -64% | -$20.7K | ﹤0.01% | 310 |
|
|
2023
Q1 | $31.5K | Hold |
280
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $30.5K | Hold |
280
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $29K | Hold |
280
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $32K | Hold |
280
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $42K | Buy |
280
+180
| +180% | +$27K | 0.01% | 290 |
|
|
2021
Q4 | $20K | Hold |
100
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $20K | Buy |
+100
| New | +$20K | 0.01% | 295 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$17K | – | 395 |
|
|
2021
Q1 | $17K | Buy |
+100
| New | +$17K | 0.01% | 314 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$11K | – | 312 |
|
|
2019
Q2 | $11K | Hold |
100
| – | – | 0.01% | 264 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2018
Q2 | $12K | Hold |
100
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 265 |
|