Congress Wealth Management’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-384,611
| Closed | -$7.49M | – | 848 |
|
|
2024
Q2 | $7.49M | Sell |
384,611
-73,168
| -16% | -$1.42M | 0.12% | 204 |
|
|
2024
Q1 | $16.1M | Buy |
457,779
+446,544
| +3,975% | +$15.7M | 0.28% | 98 |
|
|
2023
Q4 | $413K | Sell |
11,235
-250
| -2% | -$9.2K | 0.01% | 491 |
|
|
2023
Q3 | $321K | Hold |
11,485
| – | – | 0.01% | 514 |
|
|
2023
Q2 | $447K | Hold |
11,485
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $346K | Buy |
+11,485
| New | +$346K | 0.01% | 467 |
|
|
2022
Q4 | – | Sell |
-11,850
| Closed | -$325K | – | 562 |
|
|
2022
Q3 | $325K | Buy |
+11,850
| New | +$325K | 0.01% | 461 |
|