WealthPLAN Partners’s Strive 1000 Growth ETF STXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
126,456
+2,292
| +2% | +$105K | 0.94% | 23 |
|
|
2025
Q1 | $4.97M | Buy |
124,164
+5,472
| +5% | +$219K | 0.7% | 40 |
|
|
2024
Q4 | $5.15M | Buy |
118,692
+7,285
| +7% | +$316K | 0.73% | 36 |
|
|
2024
Q3 | $4.63M | Buy |
111,407
+15,325
| +16% | +$637K | 0.62% | 51 |
|
|
2024
Q2 | $3.83M | Buy |
96,082
+11,855
| +14% | +$473K | 0.41% | 71 |
|
|
2024
Q1 | $3.16M | Buy |
84,227
+8,118
| +11% | +$304K | 0.33% | 93 |
|
|
2023
Q4 | $2.59M | Buy |
76,109
+1,318
| +2% | +$44.8K | 0.27% | 98 |
|
|
2023
Q3 | $2.25M | Buy |
74,791
+1,480
| +2% | +$44.5K | 0.26% | 96 |
|
|
2023
Q2 | $2.29M | Buy |
73,311
+1,206
| +2% | +$37.7K | 0.32% | 81 |
|
|
2023
Q1 | $2.03M | Buy |
72,105
+56,241
| +355% | +$1.58M | 0.23% | 93 |
|
|
2022
Q4 | $439K | Buy |
+15,864
| New | +$439K | 0.03% | 271 |
|