POIA
Pin Oak Investment Advisors’s Strive 500 ETF STRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Buy |
22,581
+2,747
| +14% | +$99K | 0.69% | 31 |
|
|
2025
Q1 | $808K | Buy |
19,834
+2,294
| +13% | +$93.5K | 0.62% | 34 |
|
|
2024
Q4 | $646K | Hold |
17,540
| – | – | 0.59% | 34 |
|
|
2024
Q3 | $646K | Buy |
17,540
+3,605
| +26% | +$133K | 0.59% | 34 |
|
|
2024
Q2 | $487K | Buy |
13,935
+5,485
| +65% | +$192K | 0.47% | 41 |
|
|
2024
Q1 | $284K | Buy |
+8,450
| New | +$284K | 0.27% | 61 |
|