EverSource Wealth 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 | $69.4K | Buy |
4,635
+3,995
| +624% | +$59.8K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $8.56K | Sell |
640
-422
| -40% | -$5.64K | ﹤0.01% | 2193 |
|
|
2024
Q4 | $20.4K | Buy |
1,062
+725
| +215% | +$13.9K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $5.68K | Buy |
337
+44
| +15% | +$741 | ﹤0.01% | 2178 |
|
|
2024
Q2 | $6.19K | Sell |
293
-277
| -49% | -$5.85K | ﹤0.01% | 2129 |
|
|
2024
Q1 | $16.7K | Sell |
570
-55
| -9% | -$1.61K | ﹤0.01% | 1454 |
|
|
2023
Q4 | $23K | Buy |
625
+460
| +279% | +$16.9K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $4.61K | Sell |
165
-57
| -26% | -$1.59K | ﹤0.01% | 1735 |
|
|
2023
Q2 | $8.64K | Buy |
222
+17
| +8% | +$662 | ﹤0.01% | 1499 |
|
|
2023
Q1 | $6.18K | Buy |
205
+102
| +99% | +$3.08K | ﹤0.01% | 1562 |
|
|
2022
Q4 | $2.26K | Hold |
103
| – | – | ﹤0.01% | 1870 |
|
|
2022
Q3 | $3K | Buy |
+103
| New | +$3K | ﹤0.01% | 1524 |
|