Private Wealth Management Group’s Viant Technology DSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.56K Hold
647
﹤0.01% 545
2025
Q1
$8.03K Sell
647
-71
-10% -$881 ﹤0.01% 546
2024
Q4
$13.6K Sell
718
-151
-17% -$2.87K 0.01% 394
2024
Q3
$9.62K Hold
869
﹤0.01% 470
2024
Q2
$8.58K Hold
869
﹤0.01% 491
2024
Q1
$9.26K Buy
869
+42
+5% +$448 ﹤0.01% 426
2023
Q4
$5.7K Buy
+827
New +$5.7K ﹤0.01% 583