AE 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
Q4 | – | Sell |
-9,571
| Closed | -$1.34M | – | 2075 |
|
|
2023
Q3 | $1.34M | Sell |
9,571
-7,126
| -43% | -$994K | 0.01% | 982 |
|
|
2023
Q2 | $2.47M | Buy |
16,697
+1,057
| +7% | +$156K | 0.01% | 776 |
|
|
2023
Q1 | $2.38M | Buy |
15,640
+190
| +1% | +$28.9K | 0.02% | 738 |
|
|
2022
Q4 | $2.09M | Buy |
15,450
+282
| +2% | +$38.2K | 0.02% | 726 |
|
|
2022
Q3 | $1.77M | Buy |
15,168
+432
| +3% | +$50.4K | 0.01% | 740 |
|
|
2022
Q2 | $1.79M | Buy |
14,736
+806
| +6% | +$97.8K | 0.01% | 703 |
|
|
2022
Q1 | $2.19M | Buy |
13,930
+329
| +2% | +$51.6K | 0.02% | 682 |
|
|
2021
Q4 | $2.47M | Buy |
13,601
+866
| +7% | +$157K | 0.02% | 632 |
|
|
2021
Q3 | $1.98M | Sell |
12,735
-223
| -2% | -$34.7K | 0.02% | 649 |
|
|
2021
Q2 | $1.95M | Buy |
12,958
+640
| +5% | +$96.4K | 0.02% | 647 |
|
|
2021
Q1 | $1.69M | Sell |
12,318
-5,142
| -29% | -$705K | 0.02% | 612 |
|
|
2020
Q4 | $2.2M | Buy |
17,460
+22
| +0.1% | +$2.78K | 0.03% | 471 |
|
|
2020
Q3 | $1.89M | Buy |
17,438
+4,155
| +31% | +$450K | 0.03% | 437 |
|
|
2020
Q2 | $1.28M | Buy |
13,283
+3,099
| +30% | +$299K | 0.02% | 534 |
|
|
2020
Q1 | $855K | Sell |
10,184
-137
| -1% | -$11.5K | 0.02% | 525 |
|
|
2019
Q4 | $1.19M | Buy |
10,321
+45
| +0.4% | +$5.19K | 0.03% | 493 |
|
|
2019
Q3 | $1.02M | Buy |
10,276
+28
| +0.3% | +$2.79K | 0.03% | 439 |
|
|
2019
Q2 | $1.03M | Buy |
10,248
+5,917
| +137% | +$593K | 0.03% | 407 |
|
|
2019
Q1 | $406K | Buy |
+4,331
| New | +$406K | 0.03% | 394 |
|
|
2018
Q4 | – | Sell |
-3,215
| Closed | -$285K | – | 506 |
|
|
2018
Q3 | $285K | Buy |
+3,215
| New | +$285K | 0.02% | 462 |
|