Connecticut Wealth Management’s Dover DOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
1,107
-813
-42% -$149K 0.01% 302
2025
Q1
$337K Sell
1,920
-405
-17% -$71.1K 0.02% 245
2024
Q4
$436K Sell
2,325
-157
-6% -$29.4K 0.02% 200
2024
Q3
$476K Sell
2,482
-7
-0.3% -$1.34K 0.02% 221
2024
Q2
$449K Hold
2,489
0.02% 224
2024
Q1
$441K Sell
2,489
-50
-2% -$8.86K 0.02% 224
2023
Q4
$391K Buy
2,539
+173
+7% +$26.6K 0.02% 235
2023
Q3
$330K Buy
+2,366
New +$330K 0.02% 209