HP
Holistic Planning’s Strive MidCap ETF STXM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
191,830
+5,160
| +3% | +$136K | 1.45% | 16 |
|
|
2025
Q1 | $4.59M | Buy |
186,670
+13,046
| +8% | +$321K | 1.55% | 11 |
|
|
2024
Q4 | $4.52M | Buy |
173,624
+8,973
| +5% | +$233K | 1.64% | 12 |
|
|
2024
Q3 | $4.28M | Buy |
+164,651
| New | +$4.28M | 1.81% | 10 |
|