Bordeaux Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
1,331
+97
| +8% | +$17.8K | 0.03% | 142 |
|
|
2025
Q1 | $217K | Buy |
1,234
+15
| +1% | +$2.64K | 0.04% | 145 |
|
|
2024
Q4 | $229K | Hold |
1,219
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $234K | Hold |
1,219
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $220K | Buy |
1,219
+3
| +0.2% | +$541 | 0.04% | 128 |
|
|
2024
Q1 | $215K | Buy |
+1,216
| New | +$215K | 0.07% | 108 |
|