PDS Planning’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 | $740K | Buy |
18,464
+63
| +0.3% | +$2.52K | 0.06% | 169 |
|
|
2025
Q1 | $664K | Buy |
18,401
+44
| +0.2% | +$1.59K | 0.06% | 169 |
|
|
2024
Q4 | $694K | Buy |
18,357
+1,323
| +8% | +$50K | 0.06% | 139 |
|
|
2024
Q3 | $628K | Buy |
17,034
+4,583
| +37% | +$169K | 0.06% | 155 |
|
|
2024
Q2 | $435K | Buy |
12,451
+2,722
| +28% | +$95.2K | 0.04% | 192 |
|
|
2024
Q1 | $327K | Buy |
9,729
+28
| +0.3% | +$943 | 0.03% | 236 |
|
|
2023
Q4 | $297K | Sell |
9,701
-913
| -9% | -$27.9K | 0.03% | 234 |
|
|
2023
Q3 | $291K | Buy |
+10,614
| New | +$291K | 0.04% | 219 |
|