LPL Financial’s Viant Technology DSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,834
| Closed | -$415K | – | 5254 |
|
|
2024
Q4 | $415K | Buy |
21,834
+8,453
| +63% | +$161K | ﹤0.01% | 4181 |
|
|
2024
Q3 | $148K | Buy |
+13,381
| New | +$148K | ﹤0.01% | 4708 |
|
|
2021
Q2 | – | Sell |
-5,038
| Closed | -$266K | – | 4214 |
|
|
2021
Q1 | $266K | Buy |
+5,038
| New | +$266K | ﹤0.01% | 3548 |
|