B. Riley Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Sell |
6,933
-1,581
| -19% | -$309K | 0.04% | 374 |
|
|
2024
Q3 | $1.62M | Buy |
8,514
+2,236
| +36% | +$407K | 0.05% | 371 |
|
|
2024
Q2 | $1.13M | Sell |
6,278
-359
| -5% | -$64.3K | 0.03% | 495 |
|
|
2024
Q1 | $926K | Buy |
6,637
+470
| +8% | +$75.7K | 0.03% | 548 |
|
|
2023
Q4 | $949K | Sell |
6,167
-470
| -7% | -$65.8K | 0.03% | 545 |
|
|
2023
Q3 | $926K | Sell |
6,637
-253
| -4% | -$36.5K | 0.03% | 548 |
|
|
2023
Q2 | $1.02M | Buy |
6,890
+170
| +3% | +$24.3K | 0.02% | 560 |
|
|
2023
Q1 | $1.02M | Buy |
6,720
+145
| +2% | +$21.3K | 0.03% | 533 |
|
|
2022
Q4 | $890K | Buy |
6,575
+168
| +3% | +$22.3K | 0.02% | 574 |
|
|
2022
Q3 | $748K | Buy |
+6,407
| New | +$818K | 0.02% | 606 |
|
|
2022
Q1 | – | Sell |
-7,380
| Closed | -$1.34M | – | 1416 |
|
|
2021
Q4 | $1.34M | Buy |
7,380
+237
| +3% | +$40.2K | 0.04% | 443 |
|
|
2021
Q3 | $1.11M | Sell |
7,143
-606
| -8% | -$100K | 0.04% | 488 |
|
|
2021
Q2 | $1.16M | Buy |
+7,749
| New | +$1.14M | 0.04% | 473 |
|
|
2021
Q1 | – | Sell |
-5,531
| Closed | -$699K | – | 1366 |
|
|
2020
Q4 | $699K | Sell |
5,531
-488
| -8% | -$58K | 0.04% | 436 |
|
|
2020
Q3 | $650K | Buy |
6,019
+332
| +6% | +$35.5K | 0.03% | 439 |
|
|
2020
Q2 | $549K | Sell |
5,687
-249
| -4% | -$23K | 0.04% | 425 |
|
|
2020
Q1 | $499K | Buy |
5,936
+68
| +1% | +$7.21K | 0.04% | 383 |
|
|
2019
Q4 | $677K | Buy |
+5,868
| New | +$629K | 0.06% | 332 |
|
|
2015
Q1 | – | Sell |
-350
| Closed | -$20 | – | 917 |
|
|
2014
Q4 | $20 | Buy |
+350
| New | +$21.7K | ﹤0.01% | 2542 |
|
|
2014
Q3 | – | Sell |
-4,855
| Closed | -$357K | – | 939 |
|
|
2014
Q2 | $357K | Buy |
+4,855
| New | +$339K | 0.08% | 263 |
|
Other funds holding DOV
N
