Creative Planning’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
25,827
+3,900
| +18% | +$58.4K | ﹤0.01% | 2678 |
|
|
2025
Q1 | $293K | Buy |
21,927
+21,848
| +27,656% | +$292K | ﹤0.01% | 2771 |
|
|
2024
Q4 | $1.52K | Buy |
+79
| New | +$1.52K | ﹤0.01% | 3467 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$121 | – | 2580 |
|
|
2023
Q1 | $121 | Buy |
+4
| New | +$121 | ﹤0.01% | 2530 |
|