Envestnet Portfolio Solutions’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,900
| Closed | -$363K | – | 1610 |
|
|
2024
Q4 | $363K | Sell |
18,900
-3,447
| -15% | -$66.2K | ﹤0.01% | 1401 |
|
|
2024
Q3 | $376K | Sell |
22,347
-14,869
| -40% | -$250K | ﹤0.01% | 1338 |
|
|
2024
Q2 | $725K | Sell |
37,216
-4,942
| -12% | -$96.2K | ﹤0.01% | 980 |
|
|
2024
Q1 | $1.48M | Buy |
42,158
+13,579
| +48% | +$477K | 0.01% | 723 |
|
|
2023
Q4 | $1.05M | Buy |
28,579
+18,134
| +174% | +$667K | ﹤0.01% | 784 |
|
|
2023
Q3 | $292K | Buy |
+10,445
| New | +$292K | ﹤0.01% | 1242 |
|