Bay Harbor Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28K | Buy |
7
+3
| +75% | +$549 | ﹤0.01% | 398 |
|
2025
Q1 | $702 | Buy |
+4
| New | +$702 | ﹤0.01% | 360 |
|
2023
Q3 | – | Sell |
-494
| Closed | -$72.9K | – | 170 |
|
2023
Q2 | $72.9K | Sell |
494
-36
| -7% | -$5.32K | 0.03% | 70 |
|
2023
Q1 | $80.5K | Hold |
530
| – | – | 0.03% | 63 |
|
2022
Q4 | $72K | Sell |
530
-2
| -0.4% | -$272 | 0.03% | 77 |
|
2022
Q3 | $62K | Hold |
532
| – | – | 0.03% | 82 |
|
2022
Q2 | $65K | Buy |
532
+1
| +0.2% | +$122 | 0.03% | 82 |
|
2022
Q1 | $83K | Hold |
531
| – | – | 0.03% | 73 |
|
2021
Q4 | $86K | Sell |
531
-7
| -1% | -$1.13K | 0.03% | 76 |
|
2021
Q3 | $84K | Sell |
538
-3
| -0.6% | -$468 | 0.04% | 77 |
|
2021
Q2 | $81K | Buy |
541
+3
| +0.6% | +$449 | 0.03% | 91 |
|
2021
Q1 | $74K | Buy |
538
+15
| +3% | +$2.06K | 0.03% | 99 |
|
2020
Q4 | $66K | Hold |
523
| – | – | 0.03% | 130 |
|
2020
Q3 | $57K | Buy |
+523
| New | +$57K | 0.03% | 144 |
|