Holistic 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 | $10.5M | Buy |
262,950
+21,589
| +9% | +$865K | 3.02% | 7 |
|
|
2025
Q1 | $8.7M | Buy |
241,361
+26,738
| +12% | +$964K | 2.95% | 6 |
|
|
2024
Q4 | $8.11M | Buy |
214,623
+124,589
| +138% | +$4.71M | 2.94% | 6 |
|
|
2024
Q3 | $3.32M | Buy |
90,034
+29,825
| +50% | +$1.1M | 1.4% | 14 |
|
|
2024
Q2 | $2.03M | Hold |
60,209
| – | – | 1.56% | 17 |
|
|
2024
Q1 | $2.03M | Sell |
60,209
-17,452
| -22% | -$587K | 1.55% | 17 |
|
|
2023
Q4 | $2.37M | Buy |
+77,661
| New | +$2.37M | 2% | 9 |
|