Financial Architects (New Jersey)’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-713
| Closed | -$69K | – | 399 |
|
2020
Q2 | $69K | Hold |
713
| – | – | 0.02% | 371 |
|
2020
Q1 | $60K | Hold |
713
| – | – | 0.02% | 366 |
|
2019
Q4 | $82K | Hold |
713
| – | – | 0.02% | 354 |
|
2019
Q3 | $71K | Hold |
713
| – | – | 0.02% | 379 |
|
2019
Q2 | $71K | Sell |
713
-12
| -2% | -$1.2K | 0.01% | 385 |
|
2019
Q1 | $68K | Buy |
725
+2
| +0.3% | +$188 | 0.01% | 484 |
|
2018
Q4 | $52K | Buy |
723
+10
| +1% | +$719 | 0.01% | 482 |
|
2018
Q3 | $63K | Hold |
713
| – | – | 0.01% | 489 |
|
2018
Q2 | $52K | Sell |
713
-154
| -18% | -$11.2K | 0.01% | 554 |
|
2018
Q1 | $69K | Hold |
867
| – | – | 0.01% | 482 |
|
2017
Q4 | $71K | Hold |
867
| – | – | 0.01% | 517 |
|
2017
Q3 | $64K | Sell |
867
-595
| -41% | -$43.9K | 0.01% | 550 |
|
2017
Q2 | $95K | Buy |
1,462
+2
| +0.1% | +$130 | 0.02% | 447 |
|
2017
Q1 | $95K | Buy |
1,460
+189
| +15% | +$12.3K | 0.02% | 450 |
|
2016
Q4 | $77K | Sell |
1,271
-50
| -4% | -$3.03K | 0.02% | 451 |
|
2016
Q3 | $79K | Buy |
1,321
+3
| +0.2% | +$179 | 0.02% | 440 |
|
2016
Q2 | $74K | Buy |
1,318
+2
| +0.2% | +$112 | 0.02% | 438 |
|
2016
Q1 | $68K | Buy |
+1,316
| New | +$68K | 0.02% | 342 |
|
2015
Q3 | – | Sell |
-1,270
| Closed | -$72K | – | 385 |
|
2015
Q2 | $72K | Sell |
1,270
-2,721
| -68% | -$154K | 0.03% | 358 |
|
2015
Q1 | $223K | Buy |
3,991
+16
| +0.4% | +$894 | 0.09% | 176 |
|
2014
Q4 | $230K | Buy |
3,975
+250
| +7% | +$14.5K | 0.1% | 152 |
|
2014
Q3 | $242K | Buy |
3,725
+1
| +0% | +$65 | 0.12% | 129 |
|
2014
Q2 | $274K | Buy |
3,724
+4
| +0.1% | +$294 | 0.13% | 122 |
|
2014
Q1 | $246K | Sell |
3,720
-763
| -17% | -$50.5K | 0.15% | 124 |
|
2013
Q4 | $290K | Buy |
4,483
+2
| +0% | +$129 | 0.17% | 114 |
|
2013
Q3 | $270K | Buy |
4,481
+1
| +0% | +$60 | 0.17% | 102 |
|
2013
Q2 | $233K | Buy |
+4,480
| New | +$233K | 0.17% | 101 |
|