Capital Planning Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
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2025
Q1 | $587K | Sell |
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|
2024
Q4 | $627K | Buy |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $577K | Sell |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $863K | Hold |
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|
2021
Q2 | $836K | Sell |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $2.1M | Sell |
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|
2020
Q1 | $2.23M | Buy |
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|
2019
Q4 | $3M | Buy |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $2.49M | Sell |
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|
2018
Q4 | $2.02M | Sell |
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|
2018
Q3 | $2.69M | Buy |
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|
2018
Q2 | $1.92M | Sell |
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|
2018
Q1 | $2.58M | Buy |
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|
2017
Q4 | $2.62M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $525K | Buy |
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