Brandywine Oak Private Wealth’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,838
| Closed | -$222K | – | 300 |
|
2022
Q2 | $222K | Hold |
1,838
| – | – | 0.03% | 295 |
|
2022
Q1 | $288K | Hold |
1,838
| – | – | 0.03% | 265 |
|
2021
Q4 | $333K | Sell |
1,838
-91
| -5% | -$16.5K | 0.04% | 241 |
|
2021
Q3 | $299K | Hold |
1,929
| – | – | 0.03% | 253 |
|
2021
Q2 | $290K | Buy |
+1,929
| New | +$290K | 0.03% | 254 |
|
2020
Q2 | – | Sell |
-2,524
| Closed | -$211K | – | 259 |
|
2020
Q1 | $211K | Buy |
2,524
+53
| +2% | +$4.43K | 0.04% | 198 |
|
2019
Q4 | $284K | Sell |
2,471
-162
| -6% | -$18.6K | 0.05% | 187 |
|
2019
Q3 | $262K | Sell |
2,633
-6
| -0.2% | -$597 | 0.05% | 190 |
|
2019
Q2 | $264K | Buy |
2,639
+23
| +0.9% | +$2.3K | 0.05% | 183 |
|
2019
Q1 | $245K | Buy |
2,616
+15
| +0.6% | +$1.41K | 0.05% | 190 |
|
2018
Q4 | $184K | Buy |
+2,601
| New | +$184K | 0.04% | 205 |
|