Focused Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-168
| Closed | -$25.8K | – | 389 |
|
|
2023
Q4 | $25.8K | Hold |
168
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $23.4K | Hold |
168
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $24.8K | Hold |
168
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $25.5K | Hold |
168
| – | – | 0.01% | 402 |
|
|
2022
Q4 | $22.7K | Hold |
168
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $20K | Hold |
168
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $20K | Hold |
168
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $26K | Hold |
168
| – | – | ﹤0.01% | 398 |
|
|
2021
Q4 | $31K | Hold |
168
| – | – | ﹤0.01% | 425 |
|
|
2021
Q3 | $26K | Hold |
168
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $25K | Hold |
168
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $23K | Hold |
168
| – | – | ﹤0.01% | 478 |
|
|
2020
Q4 | $21K | Hold |
168
| – | – | ﹤0.01% | 455 |
|
|
2020
Q3 | $18K | Hold |
168
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $16K | Hold |
168
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $14K | Hold |
168
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $19K | Hold |
168
| – | – | ﹤0.01% | 415 |
|
|
2019
Q3 | $17K | Hold |
168
| – | – | ﹤0.01% | 404 |
|
|
2019
Q2 | $17K | Hold |
168
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $16K | Hold |
168
| – | – | ﹤0.01% | 401 |
|
|
2018
Q4 | $12K | Hold |
168
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $15K | Buy |
+168
| New | +$13.9K | 0.01% | 402 |
|
|
2018
Q2 | – | Sell |
-208
| Closed | -$17K | – | 683 |
|
|
2018
Q1 | $17K | Hold |
208
| – | – | 0.01% | 404 |
|
|
2017
Q4 | $17K | Hold |
208
| – | – | 0.01% | 397 |
|
|
2017
Q3 | $15K | Hold |
208
| – | – | 0.01% | 379 |
|
|
2017
Q2 | $13K | Hold |
208
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $13K | Hold |
208
| – | – | 0.01% | 430 |
|
|
2016
Q4 | $13K | Hold |
208
| – | – | 0.01% | 439 |
|
|
2016
Q3 | $12K | Hold |
208
| – | – | 0.01% | 421 |
|
|
2016
Q2 | $12K | Buy |
208
+1
| +0.5% | +$54 | 0.01% | 416 |
|
|
2016
Q1 | $11K | Buy |
207
+1
| +0.5% | +$48 | 0.01% | 381 |
|
|
2015
Q4 | $10K | Buy |
206
+2
| +1% | +$101 | 0.01% | 402 |
|
|
2015
Q3 | $9K | Hold |
204
| – | – | 0.01% | 409 |
|
|
2015
Q2 | $12K | Hold |
204
| – | – | 0.01% | 372 |
|
|
2015
Q1 | $11K | Hold |
204
| – | – | 0.01% | 410 |
|
|
2014
Q4 | $12K | Hold |
204
| – | – | 0.01% | 388 |
|
|
2014
Q3 | $13K | Hold |
204
| – | – | 0.01% | 386 |
|
|
2014
Q2 | $15K | Hold |
204
| – | – | 0.01% | 356 |
|
|
2014
Q1 | $13K | Sell |
204
-42
| -17% | -$2.61K | 0.01% | 351 |
|
|
2013
Q4 | $16K | Hold |
246
| – | – | 0.01% | 328 |
|
|
2013
Q3 | $15K | Buy |
+246
| New | +$14.2K | 0.01% | 319 |
|
Other funds holding DOV
