Bernardo Wealth Planning’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,734
| Closed | -$218K | – | 97 |
|
|
2020
Q4 | $218K | Buy |
+1,734
| New | +$218K | 0.08% | 160 |
|
|
2020
Q1 | – | Sell |
-1,969
| Closed | -$226K | – | 141 |
|
|
2019
Q4 | $226K | Buy |
+1,969
| New | +$226K | 0.14% | 150 |
|
|
2019
Q3 | – | Sell |
-2,099
| Closed | -$210K | – | 161 |
|
|
2019
Q2 | $210K | Buy |
+2,099
| New | +$210K | 0.16% | 138 |
|