TW
Transform Wealth’s T Rowe Price TROW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-19,083
| Closed | -$1.76M | – | 184 |
|
2018
Q4 | $1.76M | Buy |
19,083
+145
| +0.8% | +$13.4K | 0.36% | 86 |
|
2018
Q3 | $2.07M | Buy |
18,938
+906
| +5% | +$98.9K | 0.36% | 86 |
|
2018
Q2 | $2.09M | Sell |
18,032
-1,463
| -8% | -$170K | 0.38% | 85 |
|
2018
Q1 | $2.11M | Buy |
19,495
+2,557
| +15% | +$276K | 0.4% | 88 |
|
2017
Q4 | $1.78M | Buy |
16,938
+469
| +3% | +$49.2K | 0.33% | 99 |
|
2017
Q3 | $1.49M | Buy |
+16,469
| New | +$1.49M | 0.52% | 59 |
|
2017
Q2 | – | Sell |
-15,751
| Closed | -$1.07M | – | 171 |
|
2017
Q1 | $1.07M | Buy |
15,751
+6,209
| +65% | +$423K | 0.4% | 88 |
|
2016
Q4 | $718K | Buy |
+9,542
| New | +$718K | 0.28% | 121 |
|