Elevation Wealth Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
860
-415
| -33% | -$76K | 0.06% | 129 |
|
|
2025
Q1 | $224K | Hold |
1,275
| – | – | 0.1% | 105 |
|
|
2024
Q4 | $239K | Hold |
1,275
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $244K | Hold |
1,275
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $230K | Hold |
1,275
| – | – | 0.11% | 103 |
|
|
2024
Q1 | $226K | Hold |
1,275
| – | – | 0.11% | 104 |
|
|
2023
Q4 | $178K | Buy |
+1,275
| New | +$178K | 0.11% | 112 |
|