FMWA
Forvis Mazars Wealth Advisors’s Dover DOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,403
| Closed | -$263K | – | 398 |
|
2024
Q4 | $263K | Hold |
1,403
| – | – | 0.01% | 387 |
|
2024
Q3 | $269K | Buy |
+1,403
| New | +$269K | 0.01% | 399 |
|
2021
Q1 | – | Sell |
-4,353
| Closed | -$550K | – | 302 |
|
2020
Q4 | $550K | Sell |
4,353
-26
| -0.6% | -$3.29K | 0.03% | 211 |
|
2020
Q3 | $474K | Buy |
+4,379
| New | +$474K | 0.03% | 212 |
|