Pacific Capital Wealth Advisors’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 | – | Sell |
-9,258
| Closed | -$334K | – | 82 |
|
|
2025
Q1 | $334K | Hold |
9,258
| – | – | 0.06% | 63 |
|
|
2024
Q4 | $350K | Hold |
9,258
| – | – | 0.06% | 59 |
|
|
2024
Q3 | $341K | Buy |
9,258
+2,231
| +32% | +$82.2K | 0.06% | 58 |
|
|
2024
Q2 | $246K | Hold |
7,027
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $237K | Hold |
7,027
| – | – | 0.06% | 58 |
|
|
2023
Q4 | $215K | Buy |
+7,027
| New | +$215K | 0.05% | 61 |
|