Rise Advisors’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-461
| Closed | -$8.86K | – | 1515 |
|
2024
Q4 | $8.86K | Hold |
461
| – | – | ﹤0.01% | 1002 |
|
2024
Q3 | $7.76K | Sell |
461
-230
| -33% | -$3.87K | ﹤0.01% | 1046 |
|
2024
Q2 | $13.5K | Hold |
691
| – | – | 0.01% | 885 |
|
2024
Q1 | $24.3K | Hold |
691
| – | – | 0.01% | 511 |
|
2023
Q4 | $25.4K | Hold |
691
| – | – | 0.02% | 227 |
|
2023
Q3 | $19.3K | Buy |
+691
| New | +$19.3K | 0.02% | 242 |
|