Checchi Capital Advisers’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,740
| Closed | -$1.57M | – | 580 |
|
|
2023
Q4 | $1.57M | Hold |
42,740
| – | – | 0.13% | 134 |
|
|
2023
Q3 | $1.19M | Hold |
42,740
| – | – | 0.11% | 152 |
|
|
2023
Q2 | $1.66M | Sell |
42,740
-42,740
| -50% | -$1.66M | 0.15% | 114 |
|
|
2023
Q1 | $2.58M | Buy |
85,480
+21,328
| +33% | +$643K | 0.25% | 84 |
|
|
2022
Q4 | $1.41M | Buy |
64,152
+21,384
| +50% | +$470K | 0.15% | 124 |
|
|
2022
Q3 | $1.17M | Buy |
42,768
+21,384
| +100% | +$585K | 0.11% | 134 |
|
|
2022
Q2 | $490K | Buy |
+21,384
| New | +$490K | 0.04% | 288 |
|