MTWM
Masso Torrence Wealth Management’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75,581
| Closed | -$1.56M | – | 97 |
|
|
2022
Q4 | $1.56M | Sell |
75,581
-88,991
| -54% | -$1.83M | 1.24% | 27 |
|
|
2022
Q3 | $3.46M | Sell |
164,572
-5,955
| -3% | -$125K | 3.05% | 9 |
|
|
2022
Q2 | $3.75M | Sell |
170,527
-4,163
| -2% | -$91.4K | 3.29% | 8 |
|
|
2022
Q1 | $5.13M | Buy |
174,690
+66,683
| +62% | +$1.96M | 4.1% | 5 |
|
|
2021
Q4 | $3.58M | Buy |
+108,007
| New | +$3.58M | 2.5% | 12 |
|