WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69
| Closed | -$7.73K | – | 1092 |
|
|
2023
Q2 | $7.73K | Hold |
69
| – | – | ﹤0.01% | 835 |
|
|
2023
Q1 | $7.79K | Buy |
+69
| New | +$7.79K | ﹤0.01% | 922 |
|
|
2017
Q2 | – | Sell |
-58
| Closed | -$3.99K | – | 402 |
|
|
2017
Q1 | $3.99K | Buy |
+58
| New | +$3.99K | 0.01% | 368 |
|
|
2016
Q3 | $9.98K | Hold |
150
| – | – | ﹤0.01% | 602 |
|
|
2016
Q2 | $10.9K | Buy |
+150
| New | +$10.9K | ﹤0.01% | 1698 |
|
|
2015
Q4 | $12.7K | Buy |
+231
| New | +$12.7K | ﹤0.01% | 1072 |
|
|
2015
Q2 | $2K | Sell |
27
-9
| -25% | -$667 | ﹤0.01% | 392 |
|
|
2015
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 473 |
|