YorkBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 603 |
|
|
2019
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 723 |
|
|
2018
Q3 | $2K | Sell |
16
-92
| -85% | -$11.5K | ﹤0.01% | 717 |
|
|
2018
Q2 | $13K | Buy |
108
+9
| +9% | +$1.08K | 0.01% | 596 |
|
|
2018
Q1 | $11K | Sell |
99
-18
| -15% | -$2K | 0.01% | 607 |
|
|
2017
Q4 | $12K | Hold |
117
| – | – | 0.01% | 613 |
|
|
2017
Q3 | $11K | Buy |
117
+83
| +244% | +$7.8K | 0.01% | 628 |
|
|
2017
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 751 |
|
|
2017
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 783 |
|
|
2016
Q4 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 728 |
|