Strategic Wealth Partners’s T Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Buy |
+249
| New | +$24K | ﹤0.01% | 616 |
|
|
2019
Q4 | – | Sell |
-1,637
| Closed | -$182 | – | 473 |
|
|
2019
Q3 | $182 | Sell |
1,637
-123
| -7% | -$14 | ﹤0.01% | 248 |
|
|
2019
Q2 | $193K | Sell |
1,760
-905
| -34% | -$99.2K | 0.09% | 135 |
|
|
2019
Q1 | $275K | Sell |
2,665
-321
| -11% | -$33.1K | 0.13% | 124 |
|
|
2018
Q4 | $278K | Sell |
2,986
-286
| -9% | -$26.6K | 0.14% | 112 |
|
|
2018
Q3 | $357K | Sell |
3,272
-79
| -2% | -$8.62K | 0.19% | 106 |
|
|
2018
Q2 | $389K | Sell |
3,351
-898
| -21% | -$104K | 0.23% | 104 |
|
|
2018
Q1 | $459K | Sell |
4,249
-8,097
| -66% | -$875K | 0.24% | 117 |
|
|
2017
Q4 | $1.15M | Buy |
+12,346
| New | +$1.15M | 0.64% | 47 |
|