EFS
Essex Financial Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
10,963
-4,459
| -29% | -$135K | 0.02% | 518 |
|
|
2025
Q1 | $443K | Buy |
15,422
+111
| +0.7% | +$3.19K | 0.03% | 408 |
|
|
2024
Q4 | $479K | Hold |
15,311
| – | – | 0.03% | 384 |
|
|
2024
Q3 | $479K | Buy |
15,311
+596
| +4% | +$18.6K | 0.03% | 388 |
|
|
2024
Q2 | $432K | Buy |
14,715
+4,944
| +51% | +$145K | 0.03% | 394 |
|
|
2024
Q1 | $293K | Buy |
9,771
+2,575
| +36% | +$77.2K | 0.03% | 430 |
|
|
2023
Q4 | $209K | Buy |
+7,196
| New | +$209K | 0.02% | 473 |
|