MWM
Minot Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,309
| Closed | -$1.04M | – | 224 |
|
|
2021
Q4 | $1.04M | Buy |
5,309
+415
| +8% | +$81.6K | 0.2% | 88 |
|
|
2021
Q3 | $963K | Buy |
4,894
+1,020
| +26% | +$201K | 0.21% | 92 |
|
|
2021
Q2 | $796K | Buy |
3,874
+139
| +4% | +$28.6K | 0.17% | 102 |
|
|
2021
Q1 | $641K | Buy |
+3,735
| New | +$641K | 0.16% | 107 |
|