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 |
|