Westover Capital Advisors’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
20,463
+11,313
| +124% | +$1.64M | 0.59% | 44 |
|
|
2025
Q1 | $1.16M | Buy |
9,150
+1,445
| +19% | +$183K | 0.26% | 89 |
|
|
2024
Q4 | $801K | Buy |
7,705
+1,930
| +33% | +$201K | 0.18% | 109 |
|
|
2024
Q3 | $493K | Buy |
5,775
+146
| +3% | +$12.5K | 0.09% | 151 |
|
|
2024
Q2 | $397K | Sell |
5,629
-150
| -3% | -$10.6K | 0.1% | 152 |
|
|
2024
Q1 | $364K | Hold |
5,779
| – | – | 0.11% | 133 |
|
|
2023
Q4 | $343K | Sell |
5,779
-336
| -5% | -$19.9K | 0.11% | 129 |
|
|
2023
Q3 | $275K | Buy |
+6,115
| New | +$275K | 0.1% | 143 |
|