MWPCG
Measured Wealth Private Client Group’s Stride LRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
4,450
+28
| +0.6% | +$4.07K | 0.19% | 79 |
|
|
2025
Q1 | $559K | Sell |
4,422
-79
| -2% | -$9.99K | 0.18% | 78 |
|
|
2024
Q4 | $468K | Sell |
4,501
-573
| -11% | -$59.6K | 0.15% | 92 |
|
|
2024
Q3 | $433K | Buy |
5,074
+315
| +7% | +$26.9K | 0.14% | 95 |
|
|
2024
Q2 | $336K | Buy |
+4,759
| New | +$336K | 0.12% | 138 |
|