GGM Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,550
| Closed | -$297K | – | 145 |
|
|
2024
Q3 | $297K | Hold |
1,550
| – | – | 0.13% | 115 |
|
|
2024
Q2 | $280K | Sell |
1,550
-1,100
| -42% | -$198K | 0.13% | 112 |
|
|
2024
Q1 | $470K | Hold |
2,650
| – | – | 0.22% | 78 |
|
|
2023
Q4 | $397K | Hold |
2,650
| – | – | 0.16% | 93 |
|
|
2023
Q3 | $370K | Hold |
2,650
| – | – | 0.16% | 91 |
|
|
2023
Q2 | $396K | Buy |
+2,650
| New | +$396K | 0.16% | 89 |
|
|
2023
Q1 | – | Sell |
-2,650
| Closed | -$369K | – | 80 |
|
|
2022
Q4 | $369K | Hold |
2,650
| – | – | 0.19% | 85 |
|
|
2022
Q3 | $337K | Hold |
2,650
| – | – | 0.18% | 93 |
|
|
2022
Q2 | $320K | Hold |
2,650
| – | – | 0.18% | 96 |
|
|
2022
Q1 | $401K | Buy |
+2,650
| New | +$401K | 0.2% | 89 |
|