Avantax Advisory Services’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Sell |
12,639
-13,287
| -51% | -$199K | ﹤0.01% | 2221 |
|
|
2025
Q1 | $347K | Buy |
25,926
+2,659
| +11% | +$35.6K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $447K | Sell |
23,267
-10,081
| -30% | -$194K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $562K | Sell |
33,348
-2,495
| -7% | -$42K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $698K | Buy |
+35,843
| New | +$698K | 0.01% | 1168 |
|