9258 Wealth Management’s Dover DOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,649
Closed -$251K 322
2023
Q1
$251K Sell
1,649
-8
-0.5% -$1.22K 0.05% 277
2022
Q4
$224K Buy
+1,657
New +$224K 0.05% 289