WealthPLAN Partners’s Strive Total Return Bond ETF STXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
115,024
+256
| +0.2% | +$5.16K | 0.37% | 85 |
|
|
2025
Q1 | $2.31M | Buy |
114,768
+46,328
| +68% | +$932K | 0.33% | 84 |
|
|
2024
Q4 | $1.36M | Buy |
68,440
+7,195
| +12% | +$143K | 0.19% | 111 |
|
|
2024
Q3 | $1.27M | Buy |
61,245
+9,740
| +19% | +$202K | 0.17% | 115 |
|
|
2024
Q2 | $1.03M | Buy |
51,505
+479
| +0.9% | +$9.57K | 0.11% | 145 |
|
|
2024
Q1 | $1.03M | Buy |
51,026
+14,131
| +38% | +$285K | 0.11% | 150 |
|
|
2023
Q4 | $756K | Buy |
36,895
+4,933
| +15% | +$101K | 0.08% | 173 |
|
|
2023
Q3 | $627K | Buy |
+31,962
| New | +$627K | 0.07% | 178 |
|