Corient Private Wealth’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
+12,277
| New | +$184K | ﹤0.01% | 2351 |
|
|
2024
Q1 | – | Sell |
-9,744
| Closed | -$358K | – | 2289 |
|
|
2023
Q4 | $358K | Buy |
9,744
+555
| +6% | +$20.4K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $257K | Sell |
9,189
-213
| -2% | -$5.95K | ﹤0.01% | 1811 |
|
|
2023
Q2 | $366K | Buy |
+9,402
| New | +$366K | ﹤0.01% | 1604 |
|