Buckingham Strategic Wealth’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $767K | Buy |
4,250
+2,006
| +89% | +$362K | 0.01% | 381 |
|
|
2024
Q1 | $398K | Buy |
2,244
+11
| +0.5% | +$1.95K | ﹤0.01% | 519 |
|
|
2023
Q4 | $343K | Buy |
2,233
+14
| +0.6% | +$2.15K | ﹤0.01% | 534 |
|
|
2023
Q3 | $310K | Sell |
2,219
-71
| -3% | -$9.91K | ﹤0.01% | 520 |
|
|
2023
Q2 | $338K | Buy |
2,290
+248
| +12% | +$36.6K | ﹤0.01% | 508 |
|
|
2023
Q1 | $277K | Hold |
2,042
| – | – | 0.01% | 498 |
|
|
2022
Q4 | $277K | Sell |
2,042
-66
| -3% | -$8.94K | 0.01% | 500 |
|
|
2022
Q3 | $246K | Buy |
2,108
+256
| +14% | +$29.9K | 0.01% | 510 |
|
|
2022
Q2 | $225K | Buy |
+1,852
| New | +$225K | ﹤0.01% | 531 |
|
|
2019
Q3 | – | Sell |
-5,506
| Closed | -$552K | – | 436 |
|
|
2019
Q2 | $552K | Hold |
5,506
| – | – | 0.06% | 228 |
|
|
2019
Q1 | $516K | Hold |
5,506
| – | – | 0.07% | 218 |
|
|
2018
Q4 | $391K | Hold |
5,506
| – | – | 0.06% | 227 |
|
|
2018
Q3 | $487K | Hold |
5,506
| – | – | 0.07% | 195 |
|
|
2018
Q2 | $403K | Buy |
+5,506
| New | +$403K | 0.07% | 215 |
|
|
2018
Q1 | – | Sell |
-6,785
| Closed | -$554K | – | 322 |
|
|
2017
Q4 | $554K | Buy |
6,785
+30
| +0.4% | +$2.45K | 0.12% | 160 |
|
|
2017
Q3 | $499K | Sell |
6,755
-1,398
| -17% | -$103K | 0.12% | 154 |
|
|
2017
Q2 | $528K | Buy |
8,153
+1,186
| +17% | +$76.8K | 0.12% | 154 |
|
|
2017
Q1 | $452K | Hold |
6,967
| – | – | 0.13% | 147 |
|
|
2016
Q4 | $422K | Hold |
6,967
| – | – | 0.14% | 133 |
|
|
2016
Q3 | $414K | Hold |
6,967
| – | – | 0.14% | 123 |
|
|
2016
Q2 | $390K | Hold |
6,967
| – | – | 0.13% | 129 |
|
|
2016
Q1 | $362K | Buy |
6,967
+576
| +9% | +$29.9K | 0.12% | 129 |
|
|
2015
Q4 | $316K | Buy |
+6,391
| New | +$316K | 0.11% | 131 |
|
|
2015
Q3 | – | Sell |
-3,952
| Closed | -$224K | – | 218 |
|
|
2015
Q2 | $224K | Hold |
3,952
| – | – | 0.07% | 194 |
|
|
2015
Q1 | $221K | Buy |
+3,952
| New | +$221K | 0.08% | 191 |
|