Carson Wealth (CWM LLC)’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Sell |
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|
2025
Q2 | $1.05M | Hold |
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|
2025
Q1 | $949K | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $955K | Sell |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $960K | Sell |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $160K | Buy |
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|
2023
Q1 | $58K | Buy |
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|
2022
Q4 | $53K | Buy |
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