Pacific Capital Wealth Advisors’s Strive 1000 Value ETF STXV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,050
| Closed | -$60.5K | – | 337 |
|
|
2024
Q4 | $60.5K | Hold |
2,050
| – | – | 0.01% | 135 |
|
|
2024
Q3 | $62.2K | Hold |
2,050
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $57.7K | Hold |
2,050
| – | – | 0.01% | 141 |
|
|
2024
Q1 | $59.5K | Hold |
2,050
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $54.7K | Buy |
+2,050
| New | +$54.7K | 0.01% | 127 |
|