Secured Retirement 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 | $9.44M | Sell |
235,707
-2,661
| -1% | -$107K | 5.63% | 1 |
|
|
2025
Q1 | $8.6M | Buy |
238,368
+112,983
| +90% | +$4.07M | 5.54% | 1 |
|
|
2024
Q4 | $4.74M | Sell |
125,385
-760
| -0.6% | -$28.7K | 2.71% | 1 |
|
|
2024
Q3 | $4.65M | Sell |
126,145
-3,335
| -3% | -$123K | 3.35% | 2 |
|
|
2024
Q2 | $4.53M | Sell |
129,480
-2,407
| -2% | -$84.2K | 3.53% | 1 |
|
|
2024
Q1 | $4.44M | Buy |
131,887
+527
| +0.4% | +$17.7K | 3.76% | 1 |
|
|
2023
Q4 | $4.02M | Buy |
+131,360
| New | +$4.02M | 3.86% | 1 |
|