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 |
|