BSW Wealth Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
6,469
+51
| +0.8% | +$9.35K | 0.16% | 76 |
|
|
2025
Q1 | $1.13M | Buy |
6,418
+308
| +5% | +$54.1K | 0.17% | 75 |
|
|
2024
Q4 | $1.15M | Buy |
6,110
+822
| +16% | +$154K | 0.17% | 77 |
|
|
2024
Q3 | $1.01M | Buy |
5,288
+323
| +7% | +$61.9K | 0.15% | 73 |
|
|
2024
Q2 | $896K | Buy |
4,965
+35
| +0.7% | +$6.32K | 0.15% | 81 |
|
|
2024
Q1 | $874K | Buy |
4,930
+59
| +1% | +$10.5K | 0.15% | 89 |
|
|
2023
Q4 | $749K | Buy |
4,871
+36
| +0.7% | +$5.54K | 0.15% | 90 |
|
|
2023
Q3 | $675K | Sell |
4,835
-766
| -14% | -$107K | 0.15% | 86 |
|
|
2023
Q2 | $827K | Sell |
5,601
-10
| -0.2% | -$1.48K | 0.17% | 76 |
|
|
2023
Q1 | $853K | Buy |
5,611
+626
| +13% | +$95.1K | 0.17% | 84 |
|
|
2022
Q4 | $675K | Buy |
4,985
+641
| +15% | +$86.8K | 0.14% | 104 |
|
|
2022
Q3 | $506K | Sell |
4,344
-817
| -16% | -$95.2K | 0.12% | 114 |
|
|
2022
Q2 | $626K | Sell |
5,161
-75
| -1% | -$9.1K | 0.15% | 96 |
|
|
2022
Q1 | $822K | Buy |
5,236
+461
| +10% | +$72.4K | 0.21% | 71 |
|
|
2021
Q4 | $867K | Buy |
4,775
+3,377
| +242% | +$613K | 0.22% | 64 |
|
|
2021
Q3 | $217K | Buy |
+1,398
| New | +$217K | 0.06% | 226 |
|