Cassady Schiller Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $15.8K | Buy |
84
+32
| +62% | +$6K | 0.01% | 302 |
|
2024
Q3 | $9.97K | Hold |
52
| – | – | ﹤0.01% | 319 |
|
2024
Q2 | $9.38K | Hold |
52
| – | – | ﹤0.01% | 320 |
|
2024
Q1 | $9.21K | Hold |
52
| – | – | ﹤0.01% | 338 |
|
2023
Q4 | $8K | Hold |
52
| – | – | ﹤0.01% | 338 |
|
2023
Q3 | $7.26K | Hold |
52
| – | – | ﹤0.01% | 349 |
|
2023
Q2 | $7.68K | Hold |
52
| – | – | ﹤0.01% | 357 |
|
2023
Q1 | $7.9K | Hold |
52
| – | – | ﹤0.01% | 336 |
|
2022
Q4 | $7.04K | Buy |
+52
| New | +$7.04K | ﹤0.01% | 340 |
|
2022
Q1 | – | Sell |
-56
| Closed | -$10K | – | 239 |
|
2021
Q4 | $10K | Buy |
+56
| New | +$10K | 0.01% | 314 |
|