SWA
SOA Wealth Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 996 |
|
|
2022
Q2 | $0 | Sell |
1
-3
| -75% | – | ﹤0.01% | 1032 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 995 |
|
|
2021
Q2 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 971 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 927 |
|