Insight Wealth Strategies’s DoubleVerify DV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-61,883
| Closed | -$2.18M | – | 161 |
|
|
2024
Q1 | $2.18M | Buy |
61,883
+810
| +1% | +$28.5K | 0.32% | 76 |
|
|
2023
Q4 | $2.25M | Buy |
61,073
+45,214
| +285% | +$1.66M | 0.36% | 49 |
|
|
2023
Q3 | $443K | Buy |
15,859
+1,672
| +12% | +$46.7K | 0.09% | 119 |
|
|
2023
Q2 | $552K | Sell |
14,187
-38
| -0.3% | -$1.48K | 0.11% | 107 |
|
|
2023
Q1 | $429K | Buy |
14,225
+1,201
| +9% | +$36.2K | 0.08% | 112 |
|
|
2022
Q4 | $286K | Buy |
+13,024
| New | +$286K | 0.06% | 123 |
|