Creative Planning’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
79,541
-11,033
| -12% | -$442K | ﹤0.01% | 990 |
|
|
2025
Q1 | $3.27M | Sell |
90,574
-5,190
| -5% | -$187K | ﹤0.01% | 894 |
|
|
2024
Q4 | $3.62M | Buy |
95,764
+8,901
| +10% | +$336K | ﹤0.01% | 806 |
|
|
2024
Q3 | $3.2M | Buy |
86,863
+989
| +1% | +$36.4K | ﹤0.01% | 829 |
|
|
2024
Q2 | $3M | Buy |
85,874
+9,227
| +12% | +$323K | ﹤0.01% | 822 |
|
|
2024
Q1 | $2.58M | Sell |
76,647
-12,238
| -14% | -$412K | ﹤0.01% | 866 |
|
|
2023
Q4 | $2.72M | Sell |
88,885
-994
| -1% | -$30.4K | 0.01% | 785 |
|
|
2023
Q3 | $2.46M | Buy |
89,879
+18,590
| +26% | +$509K | ﹤0.01% | 768 |
|
|
2023
Q2 | $2.02M | Sell |
71,289
-215
| -0.3% | -$6.09K | ﹤0.01% | 806 |
|
|
2023
Q1 | $1.87M | Sell |
71,504
-39,072
| -35% | -$1.02M | ﹤0.01% | 797 |
|
|
2022
Q4 | $2.69M | Buy |
+110,576
| New | +$2.69M | ﹤0.01% | 653 |
|