Berman Capital Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $147K | Buy |
951
+314
| +49% | +$48.5K | 0.02% | 336 |
|
|
2021
Q2 | $96K | Buy |
637
+376
| +144% | +$56.7K | 0.02% | 390 |
|
|
2021
Q1 | $35K | Buy |
261
+4
| +2% | +$536 | 0.01% | 603 |
|
|
2020
Q4 | $32K | Buy |
257
+17
| +7% | +$2.12K | 0.01% | 533 |
|
|
2020
Q3 | $26K | Sell |
240
-335
| -58% | -$36.3K | 0.01% | 506 |
|
|
2020
Q2 | $54K | Buy |
575
+444
| +339% | +$41.7K | 0.01% | 309 |
|
|
2020
Q1 | $10K | Buy |
131
+5
| +4% | +$382 | ﹤0.01% | 662 |
|
|
2019
Q4 | $14K | Hold |
126
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $12K | Hold |
126
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $12K | Buy |
126
+71
| +129% | +$6.76K | ﹤0.01% | 663 |
|
|
2019
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 858 |
|
|
2018
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 795 |
|