Carson Wealth (CWM LLC)’s Strive 500 ETF STRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
26,305
| – | – | ﹤0.01% | 1221 |
|
|
2025
Q1 | $949K | Sell |
26,305
-275
| -1% | -$9.92K | ﹤0.01% | 1153 |
|
|
2024
Q4 | $1.01M | Buy |
26,580
+643
| +2% | +$24.3K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $955K | Sell |
25,937
-1,931
| -7% | -$71.1K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $975K | Sell |
27,868
-638
| -2% | -$22.3K | ﹤0.01% | 905 |
|
|
2024
Q1 | $960K | Sell |
28,506
-715
| -2% | -$24.1K | ﹤0.01% | 871 |
|
|
2023
Q4 | $893K | Buy |
29,221
+16,863
| +136% | +$515K | ﹤0.01% | 856 |
|
|
2023
Q3 | $339K | Buy |
12,358
+6,729
| +120% | +$185K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $160K | Buy |
5,629
+3,407
| +153% | +$96.8K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $58K | Buy |
2,222
+57
| +3% | +$1.49K | ﹤0.01% | 1780 |
|
|
2022
Q4 | $53K | Buy |
+2,165
| New | +$53K | ﹤0.01% | 1702 |
|