Safeguard Financial’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 | $749K | Sell |
24,544
-3,713
| -13% | -$113K | 0.16% | 48 |
|
|
2024
Q4 | $834K | Buy |
28,257
+179
| +0.6% | +$5.28K | 0.18% | 48 |
|
|
2024
Q3 | $852K | Sell |
28,078
-1,812
| -6% | -$55K | 0.2% | 44 |
|
|
2024
Q2 | $841K | Buy |
29,890
+163
| +0.5% | +$4.59K | 0.23% | 40 |
|
|
2024
Q1 | $862K | Buy |
29,727
+153
| +0.5% | +$4.44K | 0.28% | 35 |
|
|
2023
Q4 | $789K | Buy |
29,574
+379
| +1% | +$10.1K | 0.3% | 36 |
|
|
2023
Q3 | $719K | Buy |
29,195
+3,784
| +15% | +$93.2K | 0.35% | 36 |
|
|
2023
Q2 | $640K | Buy |
+25,411
| New | +$640K | 0.31% | 39 |
|