Cassady Schiller Wealth Management’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
2024
Q4
$124K Buy
2024
Q3
$82.5K Buy
2024
Q2
$48.4K Hold
2024
Q1
$46.6K Hold
2023
Q4
$42.3K Buy
2023
Q3
$29.7K Hold
2023
Q2
$30.7K Hold
2023
Q1
$28.3K Hold
2022
Q4
$26.3K Buy