Planned Solutions’s T Rowe Price TROW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-710	Closed	-$77.3K	–	582
2024 Q3	$77.3K	Buy	+710	New	+$77.3K	0.03%	242
2024 Q1	–	Sell	-1,025	Closed	-$110K	–	506
2023 Q4	$110K	Buy	+1,025	New	+$110K	0.05%	167