PWH
Priebe Wealth Holdings’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 | $575K | Sell |
16,300
-1,500
| -8% | -$52.9K | 0.5% | 36 |
|
|
2025
Q1 | $575K | Hold |
17,800
| – | – | 0.36% | 36 |
|
|
2024
Q4 | $592K | Hold |
17,800
| – | – | 0.4% | 34 |
|
|
2024
Q3 | $592K | Buy |
17,800
+10,500
| +144% | +$349K | 0.43% | 33 |
|
|
2024
Q2 | $229K | Hold |
7,300
| – | – | 0.18% | 50 |
|
|
2024
Q1 | $221K | Buy |
+7,300
| New | +$221K | 0.17% | 51 |
|