WealthPLAN Partners’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 | $2.74M | Buy |
68,517
+3,768
| +6% | +$151K | 0.44% | 71 |
|
|
2025
Q1 | $2.33M | Buy |
64,749
+7,826
| +14% | +$282K | 0.33% | 83 |
|
|
2024
Q4 | $2.15M | Buy |
56,923
+7,564
| +15% | +$286K | 0.31% | 85 |
|
|
2024
Q3 | $1.82M | Buy |
49,359
+10,222
| +26% | +$377K | 0.24% | 99 |
|
|
2024
Q2 | $1.37M | Buy |
39,137
+14,097
| +56% | +$493K | 0.15% | 129 |
|
|
2024
Q1 | $843K | Buy |
25,040
+5,089
| +26% | +$171K | 0.09% | 159 |
|
|
2023
Q4 | $610K | Buy |
19,951
+4,619
| +30% | +$141K | 0.06% | 197 |
|
|
2023
Q3 | $420K | Buy |
15,332
+1,974
| +15% | +$54.1K | 0.05% | 227 |
|
|
2023
Q2 | $379K | Buy |
13,358
+1,173
| +10% | +$33.2K | 0.05% | 222 |
|
|
2023
Q1 | $318K | Buy |
+12,185
| New | +$318K | 0.04% | 245 |
|