Westside Investment Management’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 | $633K | Buy |
17,945
+620
| +4% | +$21.9K | 0.12% | 147 |
|
|
2025
Q1 | $559K | Buy |
17,325
+1,650
| +11% | +$53.3K | 0.12% | 143 |
|
|
2024
Q4 | $522K | Buy |
15,675
+5,400
| +53% | +$180K | 0.11% | 146 |
|
|
2024
Q3 | $342K | Buy |
10,275
+250
| +2% | +$8.31K | 0.07% | 179 |
|
|
2024
Q2 | $315K | Buy |
10,025
+7,550
| +305% | +$237K | 0.07% | 183 |
|
|
2024
Q1 | $74.8K | Buy |
+2,475
| New | +$74.8K | 0.02% | 327 |
|