EverSource Wealth Advisors’s Strive 500 ETF STRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,098
| Closed | -$112K | – | 4350 |
|
|
2025
Q1 | $112K | Hold |
3,098
| – | – | 0.01% | 869 |
|
|
2024
Q4 | $117K | Hold |
3,098
| – | – | 0.01% | 857 |
|
|
2024
Q3 | $114K | Hold |
3,098
| – | – | 0.01% | 753 |
|
|
2024
Q2 | $109K | Hold |
3,098
| – | – | 0.01% | 757 |
|
|
2024
Q1 | $100K | Buy |
+3,098
| New | +$100K | 0.01% | 708 |
|