Holistic Planning’s Strive 1000 Dividend Growth ETF STXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
34,723
+350
| +1% | +$12.2K | 0.35% | 57 |
|
|
2025
Q1 | $1.11M | Buy |
34,373
+2,095
| +6% | +$67.9K | 0.38% | 50 |
|
|
2024
Q4 | $1.05M | Buy |
32,278
+706
| +2% | +$23.1K | 0.38% | 51 |
|
|
2024
Q3 | $1.07M | Buy |
31,572
+2,595
| +9% | +$87.6K | 0.45% | 47 |
|
|
2024
Q2 | $898K | Hold |
28,977
| – | – | 0.69% | 44 |
|
|
2024
Q1 | $898K | Sell |
28,977
-2,230
| -7% | -$69.1K | 0.69% | 44 |
|
|
2023
Q4 | $902K | Buy |
+31,207
| New | +$902K | 0.76% | 42 |
|