Kestra Advisory Services’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,024
| Closed | -$186K | – | 2678 |
|
|
2024
Q3 | $186K | Sell |
11,024
-5,567
| -34% | -$93.7K | ﹤0.01% | 2381 |
|
|
2024
Q2 | $323K | Buy |
16,591
+4,196
| +34% | +$81.7K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $436K | Buy |
12,395
+4,629
| +60% | +$163K | ﹤0.01% | 1753 |
|
|
2023
Q4 | $286K | Buy |
+7,766
| New | +$286K | ﹤0.01% | 1877 |
|