SWA
Sutton Wealth Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $203K | Buy |
1,936
+80
| +4% | +$8.39K | 0.1% | 107 |
|
|
2023
Q2 | $208K | Buy |
1,856
+5
| +0.3% | +$560 | 0.1% | 104 |
|
|
2023
Q1 | $209K | Buy |
1,851
+1,731
| +1,443% | +$195K | 0.11% | 99 |
|
|
2022
Q4 | $13.1K | Buy |
120
+8
| +7% | +$872 | 0.01% | 844 |
|
|
2022
Q3 | $11.8K | Buy |
112
+48
| +75% | +$5.04K | ﹤0.01% | 842 |
|
|
2022
Q2 | $7.27K | Buy |
64
+18
| +39% | +$2.05K | ﹤0.01% | 992 |
|
|
2022
Q1 | $6.96K | Sell |
46
-5
| -10% | -$756 | ﹤0.01% | 1030 |
|
|
2021
Q4 | $10K | Buy |
51
+8
| +19% | +$1.57K | ﹤0.01% | 935 |
|
|
2021
Q3 | $8.46K | Buy |
43
+1
| +2% | +$197 | ﹤0.01% | 962 |
|
|
2021
Q2 | $8.32K | Hold |
42
| – | – | ﹤0.01% | 962 |
|
|
2021
Q1 | $7.21K | Buy |
42
+2
| +5% | +$343 | ﹤0.01% | 951 |
|
|
2020
Q4 | $6.06K | Buy |
40
+4
| +11% | +$606 | ﹤0.01% | 943 |
|
|
2020
Q3 | $4.62K | Hold |
36
| – | – | ﹤0.01% | 947 |
|
|
2020
Q2 | $4.45K | Buy |
36
+3
| +9% | +$371 | ﹤0.01% | 933 |
|
|
2020
Q1 | $3.22K | Buy |
33
+3
| +10% | +$293 | ﹤0.01% | 953 |
|
|
2019
Q4 | $3.66K | Hold |
30
| – | – | ﹤0.01% | 990 |
|
|
2019
Q3 | $3.43K | Hold |
30
| – | – | ﹤0.01% | 988 |
|
|
2019
Q2 | $3.29K | Hold |
30
| – | – | ﹤0.01% | 988 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 998 |
|
|
2018
Q4 | $2.77K | Hold |
30
| – | – | ﹤0.01% | 959 |
|
|
2018
Q3 | $3.28K | Hold |
30
| – | – | ﹤0.01% | 953 |
|
|
2018
Q2 | $3.48K | Hold |
30
| – | – | ﹤0.01% | 965 |
|
|
2018
Q1 | $3.24K | Hold |
30
| – | – | ﹤0.01% | 963 |
|
|
2017
Q4 | $3.15K | Sell |
30
-44
| -59% | -$4.62K | ﹤0.01% | 935 |
|
|
2017
Q3 | $6.71K | Hold |
74
| – | – | 0.01% | 836 |
|
|
2017
Q2 | $5.49K | Buy |
74
+17
| +30% | +$1.26K | ﹤0.01% | 861 |
|
|
2017
Q1 | $3.89K | Hold |
57
| – | – | ﹤0.01% | 876 |
|
|
2016
Q4 | $4.29K | Sell |
57
-9
| -14% | -$677 | ﹤0.01% | 864 |
|
|
2016
Q3 | $4.39K | Hold |
66
| – | – | ﹤0.01% | 845 |
|
|
2016
Q2 | $4.82K | Hold |
66
| – | – | ﹤0.01% | 786 |
|
|
2016
Q1 | $4.85K | Buy |
+66
| New | +$4.85K | ﹤0.01% | 745 |
|