Waldron Private Wealth
DVLT icon

Waldron Private Wealth’s Datavault AI DVLT Stock Holding History

Waldron Private Wealth’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Hold
0
– -$30K – 277
2020
Q1 		– Hold
0
– – – 234
2019
Q4 		– Hold
0
– – – 270
2019
Q3 		– Hold
0
– – – 250
2019
Q2 		– Hold
0
– – – 238
2019
Q1 		– Hold
0
– – – 245

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