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Capstone Financial Advisors’s Strive 500 ETF STRV Stock Holding History

Capstone Financial Advisors’s Portfolio STRV Stock Details STRV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,750
Closed -$322K – 162
2024
Q3 		$322K Sell
8,750
-2,500
-22% -$92.1K 0.02% 114
2024
Q2 		$393K Buy
11,250
+4,700
+72% +$164K 0.03% 93
2024
Q1 		$220K Buy
+6,550
New +$220K 0.01% 129