LWA
Lowe Wealth Advisors’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $909K | Buy |
25,774
+7,402
| +40% | +$261K | 0.36% | 29 |
|
2025
Q1 | $593K | Buy |
18,372
+1,799
| +11% | +$58.1K | 0.25% | 34 |
|
2024
Q4 | $551K | Buy |
16,573
+628
| +4% | +$20.9K | 0.24% | 31 |
|
2024
Q3 | $530K | Buy |
15,945
+3,415
| +27% | +$114K | 0.23% | 33 |
|
2024
Q2 | $394K | Buy |
12,530
+5,287
| +73% | +$166K | 0.18% | 33 |
|
2024
Q1 | $219K | Buy |
+7,243
| New | +$219K | 0.1% | 46 |
|