IFP Advisors’s DoubleVerify DV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
871
+794
| +1,031% | +$11.9K | ﹤0.01% | 2775 |
|
|
2025
Q1 | $1.03K | Hold |
77
| – | – | ﹤0.01% | 3332 |
|
|
2024
Q4 | $1.48K | Sell |
77
-5
| -6% | -$96 | ﹤0.01% | 3193 |
|
|
2024
Q3 | $1.38K | Sell |
82
-626
| -88% | -$10.5K | ﹤0.01% | 3018 |
|
|
2024
Q2 | $13.8K | Buy |
+708
| New | +$13.8K | ﹤0.01% | 2231 |
|
|
2023
Q4 | – | Sell |
-74
| Closed | -$2.07K | – | 3114 |
|
|
2023
Q3 | $2.07K | Buy |
74
+47
| +174% | +$1.31K | ﹤0.01% | 2828 |
|
|
2023
Q2 | $1.05K | Buy |
+27
| New | +$1.05K | ﹤0.01% | 3068 |
|
|
2023
Q1 | – | Sell |
-1,050
| Closed | -$41K | – | 3644 |
|
|
2022
Q4 | $41K | Buy |
1,050
+86
| +9% | +$3.36K | ﹤0.01% | 2364 |
|
|
2022
Q3 | $34K | Buy |
+964
| New | +$34K | ﹤0.01% | 2664 |
|