KCFA
Key Client Fiduciary Advisors’s Strive 1000 Value ETF STXV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
13,600
-375
| -3% | -$11.6K | 0.17% | 122 |
|
|
2025
Q1 | $426K | Hold |
13,975
| – | – | 0.19% | 112 |
|
|
2024
Q4 | $412K | Buy |
13,975
+3,975
| +40% | +$117K | 0.18% | 115 |
|
|
2024
Q3 | $303K | Hold |
10,000
| – | – | 0.14% | 145 |
|
|
2024
Q2 | $282K | Buy |
+10,000
| New | +$282K | 0.14% | 144 |
|