WP
WealthPLAN Partners’s Strive 1000 Value ETF STXV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
178,397
+6,231
| +4% | +$192K | 0.89% | 26 |
|
|
2025
Q1 | $5.25M | Buy |
172,166
+5,767
| +3% | +$176K | 0.74% | 37 |
|
|
2024
Q4 | $4.91M | Buy |
166,399
+7,936
| +5% | +$234K | 0.7% | 38 |
|
|
2024
Q3 | $4.81M | Buy |
158,463
+14,024
| +10% | +$425K | 0.65% | 46 |
|
|
2024
Q2 | $4.07M | Buy |
144,439
+8,004
| +6% | +$225K | 0.44% | 65 |
|
|
2024
Q1 | $3.96M | Buy |
136,435
+5,798
| +4% | +$168K | 0.41% | 77 |
|
|
2023
Q4 | $3.48M | Buy |
130,637
+10,313
| +9% | +$275K | 0.36% | 83 |
|
|
2023
Q3 | $2.96M | Buy |
120,324
+3,427
| +3% | +$84.4K | 0.34% | 82 |
|
|
2023
Q2 | $2.95M | Buy |
116,897
+4,029
| +4% | +$102K | 0.42% | 69 |
|
|
2023
Q1 | $2.78M | Buy |
112,868
+99,684
| +756% | +$2.45M | 0.32% | 80 |
|
|
2022
Q4 | $346K | Buy |
+13,184
| New | +$346K | 0.02% | 295 |
|