Allworth Financial’s Viant Technology DSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16
| Closed | -$222 | – | 4603 |
|
|
2025
Q1 | $222 | Buy |
+16
| New | +$222 | ﹤0.01% | 3844 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$292 | – | 3501 |
|
|
2023
Q3 | $292 | Hold |
52
| – | – | ﹤0.01% | 3177 |
|
|
2023
Q2 | $240 | Hold |
52
| – | – | ﹤0.01% | 3062 |
|
|
2023
Q1 | $227 | Hold |
52
| – | – | ﹤0.01% | 2983 |
|
|
2022
Q4 | $209 | Buy |
+52
| New | +$209 | ﹤0.01% | 2773 |
|