Curi 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
Q1 | – | Sell |
-2,250
| Closed | -$346K | – | 39 |
|
|
2023
Q4 | $346K | Buy |
2,250
+4
| +0.2% | +$615 | 0.05% | 111 |
|
|
2023
Q3 | $313K | Buy |
2,246
+1
| +0% | +$140 | 0.05% | 110 |
|
|
2023
Q2 | $331K | Sell |
2,245
-3
| -0.1% | -$443 | 0.04% | 117 |
|
|
2023
Q1 | $342K | Buy |
2,248
+18
| +0.8% | +$2.74K | 0.05% | 111 |
|
|
2022
Q4 | $302K | Buy |
2,230
+2
| +0.1% | +$271 | 0.04% | 142 |
|
|
2022
Q3 | $260K | Buy |
+2,228
| New | +$260K | 0.04% | 144 |
|