Carson Wealth (CWM LLC)’s Strive 1000 Dividend Growth ETF STXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
6,443
| – | – | ﹤0.01% | 2072 |
|
|
2025
Q1 | $209K | Hold |
6,443
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q4 | $211K | Sell |
6,443
-750
| -10% | -$24.6K | ﹤0.01% | 1792 |
|
|
2024
Q3 | $243K | Sell |
7,193
-4,133
| -36% | -$140K | ﹤0.01% | 1653 |
|
|
2024
Q2 | $356K | Hold |
11,326
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q1 | $351K | Hold |
11,326
| – | – | ﹤0.01% | 1267 |
|
|
2023
Q4 | $327K | Hold |
11,326
| – | – | ﹤0.01% | 1218 |
|
|
2023
Q3 | $298K | Buy |
11,326
+4,133
| +57% | +$109K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $198K | Hold |
7,193
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q1 | $188K | Buy |
+7,193
| New | +$188K | ﹤0.01% | 1217 |
|