Crewe Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2
| Closed | -$384 | – | 685 |
|
2024
Q3 | $384 | Buy |
+2
| New | +$384 | ﹤0.01% | 675 |
|
2023
Q2 | – | Sell |
-364
| Closed | -$55.3K | – | 910 |
|
2023
Q1 | $55.3K | Sell |
364
-35
| -9% | -$5.32K | 0.01% | 302 |
|
2022
Q4 | $54K | Buy |
399
+146
| +58% | +$19.8K | 0.01% | 300 |
|
2022
Q3 | $29K | Buy |
253
+44
| +21% | +$5.04K | 0.01% | 393 |
|
2022
Q2 | $25K | Buy |
+209
| New | +$25K | 0.01% | 381 |
|
2021
Q3 | – | Sell |
-25
| Closed | -$4K | – | 414 |
|
2021
Q2 | $4K | Sell |
25
-18
| -42% | -$2.88K | ﹤0.01% | 344 |
|
2021
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 344 |
|
2020
Q4 | $5K | Sell |
43
-21
| -33% | -$2.44K | ﹤0.01% | 353 |
|
2020
Q3 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 294 |
|