N.E.W. Advisory Services’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 | $275K | Hold |
6,858
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $247K | Hold |
6,858
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $259K | Hold |
6,858
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $253K | Buy |
6,858
+96
| +1% | +$3.54K | 0.02% | 167 |
|
|
2024
Q2 | $236K | Sell |
6,762
-2,246
| -25% | -$78.5K | 0.03% | 160 |
|
|
2024
Q1 | $303K | Hold |
9,008
| – | – | 0.03% | 135 |
|
|
2023
Q4 | $275K | Buy |
+9,008
| New | +$275K | 0.03% | 137 |
|