180 Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,854
| Closed | -$281K | – | 376 |
|
2022
Q1 | $281K | Sell |
1,854
-19
| -1% | -$2.88K | 0.06% | 291 |
|
2021
Q4 | $325K | Sell |
1,873
-76
| -4% | -$13.2K | 0.07% | 258 |
|
2021
Q3 | $322K | Sell |
1,949
-126
| -6% | -$20.8K | 0.07% | 271 |
|
2021
Q2 | $356K | Sell |
2,075
-251
| -11% | -$43.1K | 0.08% | 235 |
|
2021
Q1 | $345K | Sell |
2,326
-183
| -7% | -$27.1K | 0.09% | 219 |
|
2020
Q4 | $315K | Sell |
2,509
-60
| -2% | -$7.53K | 0.09% | 209 |
|
2020
Q3 | $293K | Sell |
2,569
-47
| -2% | -$5.36K | 0.11% | 184 |
|
2020
Q2 | $271K | Sell |
2,616
-9
| -0.3% | -$932 | 0.11% | 191 |
|
2020
Q1 | $212K | Buy |
2,625
+13
| +0.5% | +$1.05K | 0.11% | 195 |
|
2019
Q4 | $307K | Sell |
2,612
-223
| -8% | -$26.2K | 0.12% | 197 |
|
2019
Q3 | $276K | Sell |
2,835
-33
| -1% | -$3.21K | 0.12% | 202 |
|
2019
Q2 | $271K | Sell |
2,868
-49
| -2% | -$4.63K | 0.12% | 197 |
|
2019
Q1 | $284K | Buy |
2,917
+257
| +10% | +$25K | 0.13% | 199 |
|
2018
Q4 | $236K | Hold |
2,660
| – | – | 0.11% | 219 |
|
2018
Q3 | $236K | Sell |
2,660
-180
| -6% | -$16K | 0.11% | 219 |
|
2018
Q2 | $208K | Sell |
2,840
-1,028
| -27% | -$75.3K | 0.1% | 224 |
|
2018
Q1 | $305K | Sell |
3,868
-1,637
| -30% | -$129K | 0.16% | 164 |
|
2017
Q4 | $449K | Buy |
+5,505
| New | +$449K | 0.23% | 122 |
|