Clear Perspective Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,065
| Closed | -$78K | – | 211 |
|
|
2018
Q2 | $78K | Sell |
1,065
-253
| -19% | -$18.5K | 0.05% | 218 |
|
|
2018
Q1 | $105K | Hold |
1,318
| – | – | 0.08% | 185 |
|
|
2017
Q4 | $108K | Hold |
1,318
| – | – | 0.08% | 181 |
|
|
2017
Q3 | $97K | Hold |
1,318
| – | – | 0.08% | 186 |
|
|
2017
Q2 | $85K | Hold |
1,318
| – | – | 0.07% | 180 |
|
|
2017
Q1 | $86K | Hold |
1,318
| – | – | 0.06% | 170 |
|
|
2016
Q4 | $80K | Buy |
+1,318
| New | +$80K | 0.05% | 174 |
|