Clearstead Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.93K | Sell |
663
-371
| -36% | -$5.55K | ﹤0.01% | 1890 |
|
|
2025
Q1 | $13.8K | Buy |
+1,034
| New | +$13.8K | ﹤0.01% | 1519 |
|
|
2024
Q3 | – | Sell |
-140
| Closed | -$2.73K | – | 2055 |
|
|
2024
Q2 | $2.73K | Hold |
140
| – | – | ﹤0.01% | 1781 |
|
|
2024
Q1 | $2.7K | Sell |
140
-48
| -26% | -$926 | ﹤0.01% | 1275 |
|
|
2023
Q4 | $6.92K | Buy |
188
+16
| +9% | +$589 | ﹤0.01% | 1117 |
|
|
2023
Q3 | $4.81K | Buy |
172
+86
| +100% | +$2.4K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $3.35K | Buy |
86
+47
| +121% | +$1.83K | ﹤0.01% | 1086 |
|
|
2023
Q1 | $1.18K | Hold |
39
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q4 | $856 | Buy |
+39
| New | +$856 | ﹤0.01% | 1184 |
|