EFS
Essex Financial Services’s Strive 1000 Value ETF STXV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
15,901
+10
| +0.1% | +$308 | 0.03% | 412 |
|
|
2025
Q1 | $485K | Buy |
15,891
+18
| +0.1% | +$549 | 0.03% | 391 |
|
|
2024
Q4 | $468K | Sell |
15,873
-164
| -1% | -$4.84K | 0.03% | 387 |
|
|
2024
Q3 | $492K | Buy |
16,037
+14
| +0.1% | +$430 | 0.04% | 384 |
|
|
2024
Q2 | $458K | Buy |
16,023
+7,083
| +79% | +$202K | 0.03% | 389 |
|
|
2024
Q1 | $259K | Buy |
+8,940
| New | +$259K | 0.02% | 450 |
|