BerganKDV 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 | $5.37M | Buy |
36,354
+1,062
| +3% | +$157K | 0.54% | 46 |
|
|
2023
Q1 | $5.36M | Buy |
35,292
+2,193
| +7% | +$333K | 0.55% | 43 |
|
|
2022
Q4 | $4.48M | Buy |
33,099
+2,747
| +9% | +$372K | 0.49% | 50 |
|
|
2022
Q3 | $3.54M | Buy |
30,352
+2,063
| +7% | +$240K | 0.42% | 51 |
|
|
2022
Q2 | $3.43M | Buy |
28,289
+1,460
| +5% | +$177K | 0.39% | 55 |
|
|
2022
Q1 | $4.21M | Buy |
26,829
+2,019
| +8% | +$317K | 0.45% | 45 |
|
|
2021
Q4 | $4.51M | Sell |
24,810
-488
| -2% | -$88.6K | 0.47% | 42 |
|
|
2021
Q3 | $3.93M | Buy |
25,298
+548
| +2% | +$85.2K | 0.45% | 47 |
|
|
2021
Q2 | $3.73M | Buy |
24,750
+1,284
| +5% | +$193K | 0.44% | 47 |
|
|
2021
Q1 | $3.22M | Buy |
23,466
+944
| +4% | +$129K | 0.41% | 50 |
|
|
2020
Q4 | $2.84M | Buy |
22,522
+415
| +2% | +$52.4K | 0.4% | 52 |
|
|
2020
Q3 | $2.4M | Buy |
22,107
+2,143
| +11% | +$232K | 0.38% | 54 |
|
|
2020
Q2 | $1.93M | Buy |
19,964
+1,256
| +7% | +$121K | 0.33% | 70 |
|
|
2020
Q1 | $1.57M | Buy |
18,708
+2,413
| +15% | +$203K | 0.32% | 69 |
|
|
2019
Q4 | $1.88M | Buy |
16,295
+608
| +4% | +$70.1K | 0.33% | 66 |
|
|
2019
Q3 | $1.56M | Buy |
15,687
+1,427
| +10% | +$142K | 0.31% | 72 |
|
|
2019
Q2 | $1.43M | Buy |
14,260
+1,324
| +10% | +$133K | 0.28% | 70 |
|
|
2019
Q1 | $1.21M | Buy |
12,936
+215
| +2% | +$20.2K | 0.25% | 75 |
|
|
2018
Q4 | $903K | Buy |
12,721
+669
| +6% | +$47.5K | 0.21% | 86 |
|
|
2018
Q3 | $1.07M | Sell |
12,052
-69
| -0.6% | -$6.11K | 0.23% | 77 |
|
|
2018
Q2 | $887K | Buy |
12,121
+1,270
| +12% | +$92.9K | 0.2% | 93 |
|
|
2018
Q1 | $861K | Sell |
10,851
-250
| -2% | -$19.8K | 0.24% | 95 |
|
|
2017
Q4 | $906K | Buy |
11,101
+132
| +1% | +$10.8K | 0.22% | 93 |
|
|
2017
Q3 | $810K | Buy |
10,969
+138
| +1% | +$10.2K | 0.2% | 97 |
|
|
2017
Q2 | $702K | Buy |
10,831
+392
| +4% | +$25.4K | 0.2% | 98 |
|
|
2017
Q1 | $677K | Buy |
10,439
+228
| +2% | +$14.8K | 0.2% | 103 |
|
|
2016
Q4 | $618K | Sell |
10,211
-1,151
| -10% | -$69.7K | 0.21% | 100 |
|
|
2016
Q3 | $676K | Buy |
11,362
+404
| +4% | +$24K | 0.23% | 84 |
|
|
2016
Q2 | $614K | Sell |
10,958
-342
| -3% | -$19.2K | 0.26% | 84 |
|
|
2016
Q1 | $587K | Buy |
+11,300
| New | +$587K | 0.35% | 74 |
|