WP
TROW icon

WealthShield Partners’s T. Rowe Price TROW Stock Holding History

WealthShield Partners’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,838
Closed -$364K – 698
2021
Q2 		$364K Sell
1,838
-68
-4% -$12.7K 0.06% 189
2021
Q1 		$327K Buy
1,906
+560
+42% +$91.8K 0.06% 194
2020
Q4 		$204K Buy
+1,346
New +$193K 0.04% 288
2020
Q2 		– Sell
-3,310
Closed -$323K – 341
2020
Q1 		$323K Buy
3,310
+1,079
+48% +$132K 0.2% 111
2019
Q4 		$272K Buy
2,231
+465
+26% +$54.9K 0.13% 146
2019
Q3 		$202K Buy
+1,766
New +$197K 0.11% 163
2018
Q4 		– Sell
-1,836
Closed -$200K – 282
2018
Q3 		$200K Hold
1,836
– – 0.11% 129
2018
Q2 		$213K Buy
+1,836
New +$213K 0.13% 114

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