Everhart Financial Group’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 | $1.09M | Buy |
27,098
+312
| +1% | +$12.5K | 0.13% | 113 |
|
|
2025
Q1 | $966K | Buy |
26,786
+19
| +0.1% | +$685 | 0.13% | 113 |
|
|
2024
Q4 | $1.01M | Sell |
26,767
-182
| -0.7% | -$6.88K | 0.21% | 98 |
|
|
2024
Q3 | $993K | Sell |
26,949
-3,720
| -12% | -$137K | 0.22% | 103 |
|
|
2024
Q2 | $1.07M | Buy |
30,669
+11,004
| +56% | +$385K | 0.28% | 69 |
|
|
2024
Q1 | $662K | Sell |
19,665
-52
| -0.3% | -$1.75K | 0.19% | 113 |
|
|
2023
Q4 | $603K | Sell |
19,717
-198
| -1% | -$6.05K | 0.21% | 95 |
|
|
2023
Q3 | $546K | Sell |
19,915
-4,554
| -19% | -$125K | 0.23% | 87 |
|
|
2023
Q2 | $693K | Buy |
+24,469
| New | +$693K | 0.29% | 73 |
|