Cabot Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-88,817
| Closed | -$5.04M | – | 143 |
|
|
2015
Q2 | $5.04M | Buy |
88,817
+1,168
| +1% | +$66.2K | 1.22% | 31 |
|
|
2015
Q1 | $4.89M | Buy |
87,649
+1,332
| +2% | +$74.4K | 1.19% | 31 |
|
|
2014
Q4 | $5M | Buy |
86,317
+27,845
| +48% | +$1.61M | 1.23% | 29 |
|
|
2014
Q3 | $3.79M | Buy |
58,472
+6,051
| +12% | +$393K | 0.97% | 44 |
|
|
2014
Q2 | $3.85M | Buy |
52,421
+1,148
| +2% | +$84.3K | 0.97% | 45 |
|
|
2014
Q1 | $3.39M | Buy |
+51,273
| New | +$3.39M | 0.89% | 47 |
|