World Equity Group, Inc. Donoghue Forlines Risk Managed Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

A detailed history of World Equity Group, Inc. transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, World Equity Group, Inc. holds 8,607 shares of DFNV stock, worth $317,426. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,607

Previous 8,607 -0.0%

Holding current value

$317,426

Previous $272 Million 6.47%

% of portfolio

0.1%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 18, 2024	BUY	$26.98 - $30.62 $232,216 - $263,546	8,607 New	8,607 $262 Million
Q4 2023 Jul 22, 2024	SELL	$23.6 - $28.12 $7,811 - $9,307	-331 Reduced 3.7%	8,607 $239 Million
Q3 2023 Jul 22, 2024	BUY	$24.54 - $26.7 $8,122 - $8,837	331 Added 3.85%	8,938 $222 Million
Q2 2023 Aug 26, 2024	BUY	$22.34 - $25.43 $7,394 - $8,417	331 Added 3.85%	8,938 $226 Million
Q4 2022 Sep 06, 2024	SELL	$21.56 - $23.2 $48,078 - $51,736	-2,230 Reduced 15.13%	12,511 $276 Million
Q3 2022 Sep 06, 2024	BUY	$21.8 - $25.31 $133,721 - $155,251	6,134 Added 71.27%	14,741 $321 Million
Q1 2022 Sep 06, 2024	BUY	$23.88 - $29.22 $157,631 - $192,881	6,601 Added 76.69%	15,208 $407 Million

Others Institutions Holding DFNV

# of Institutions

Shares Held

1.77M

Call Options Held

Put Options Held

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About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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World Equity Group, Inc. Donoghue Forlines Risk Managed Transaction History