WealthPLAN Partners’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
89,231
+2,467
| +3% | +$74.9K | 0.44% | 72 |
|
|
2025
Q1 | $2.49M | Buy |
86,764
+8,795
| +11% | +$253K | 0.35% | 79 |
|
|
2024
Q4 | $2.44M | Buy |
77,969
+10,777
| +16% | +$337K | 0.35% | 79 |
|
|
2024
Q3 | $2.11M | Buy |
67,192
+6,087
| +10% | +$191K | 0.28% | 87 |
|
|
2024
Q2 | $1.77M | Buy |
61,105
+6,044
| +11% | +$175K | 0.19% | 115 |
|
|
2024
Q1 | $1.65M | Buy |
55,061
+6,377
| +13% | +$191K | 0.17% | 129 |
|
|
2023
Q4 | $1.41M | Buy |
48,684
+2,994
| +7% | +$87K | 0.15% | 139 |
|
|
2023
Q3 | $1.15M | Buy |
45,690
+4,368
| +11% | +$110K | 0.13% | 138 |
|
|
2023
Q2 | $1.1M | Buy |
41,322
+1,904
| +5% | +$50.6K | 0.16% | 128 |
|
|
2023
Q1 | $998K | Buy |
+39,418
| New | +$998K | 0.11% | 149 |
|