WealthPLAN Partners’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
75,266
+1,506
| +2% | +$53.1K | 0.43% | 73 |
|
|
2025
Q1 | $2.38M | Buy |
73,760
+5,313
| +8% | +$172K | 0.34% | 81 |
|
|
2024
Q4 | $2.28M | Buy |
68,447
+6,425
| +10% | +$214K | 0.32% | 82 |
|
|
2024
Q3 | $2.06M | Buy |
62,022
+4,358
| +8% | +$145K | 0.28% | 89 |
|
|
2024
Q2 | $1.81M | Buy |
57,664
+26,119
| +83% | +$820K | 0.19% | 113 |
|
|
2024
Q1 | $954K | Buy |
31,545
+1,398
| +5% | +$42.3K | 0.1% | 156 |
|
|
2023
Q4 | $833K | Buy |
+30,147
| New | +$833K | 0.09% | 166 |
|