EverSource Wealth Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4K | Buy |
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|
2025
Q1 | $8.56K | Sell |
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|
2024
Q4 | $20.4K | Buy |
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|
2024
Q3 | $5.67K | Buy |
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|
2024
Q2 | $6.19K | Sell |
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|
2024
Q1 | $16.7K | Sell |
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|
2023
Q4 | $23K | Buy |
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|
2023
Q3 | $4.61K | Sell |
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|
2023
Q2 | $8.64K | Buy |
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|
2023
Q1 | $6.18K | Buy |
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|
2022
Q4 | $2.26K | Hold |
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|
2022
Q3 | $3K | Buy |
|