Dakota Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-5,008
| Closed | -$761K | – | 648 |
|
2023
Q1 | $761K | Buy |
+5,008
| New | +$761K | 0.05% | 277 |
|
2020
Q3 | – | Sell |
-15,223
| Closed | -$1.47M | – | 290 |
|
2020
Q2 | $1.47M | Buy |
+15,223
| New | +$1.47M | 0.25% | 95 |
|
2019
Q3 | – | Sell |
-2,736
| Closed | -$274K | – | 313 |
|
2019
Q2 | $274K | Hold |
2,736
| – | – | 0.05% | 235 |
|
2019
Q1 | $257K | Buy |
+2,736
| New | +$257K | 0.05% | 251 |
|