SWM
SFG Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,149
| Closed | -$1.17M | – | 100 |
|
|
2023
Q3 | $1.17M | Hold |
11,149
| – | – | 0.93% | 20 |
|
|
2023
Q2 | $1.25M | Buy |
11,149
+235
| +2% | +$26.3K | 1.05% | 17 |
|
|
2023
Q1 | $1.23M | Buy |
10,914
+1,000
| +10% | +$113K | 1.37% | 11 |
|
|
2022
Q4 | $1.08M | Sell |
9,914
-535
| -5% | -$58.3K | 1.34% | 15 |
|
|
2022
Q3 | $1.1M | Sell |
10,449
-35
| -0.3% | -$3.68K | 1.48% | 17 |
|
|
2022
Q2 | $1.19M | Hold |
10,484
| – | – | 1.39% | 24 |
|
|
2022
Q1 | $1.59M | Buy |
10,484
+233
| +2% | +$35.2K | 1.49% | 22 |
|
|
2021
Q4 | $2.02M | Buy |
+10,251
| New | +$2.02M | 1.79% | 17 |
|