Gideon Capital Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,447
| Closed | -$457K | – | 410 |
|
|
2018
Q4 | $457K | Buy |
+6,447
| New | +$457K | 0.19% | 172 |
|
|
2017
Q4 | – | Sell |
-5,103
| Closed | -$377K | – | 318 |
|
|
2017
Q3 | $377K | Sell |
5,103
-3,543
| -41% | -$262K | 0.37% | 86 |
|
|
2017
Q2 | $560K | Buy |
+8,646
| New | +$560K | 0.62% | 29 |
|
|
2017
Q1 | – | Sell |
-4,582
| Closed | -$278K | – | 422 |
|
|
2016
Q4 | $278K | Buy |
+4,582
| New | +$278K | 0.18% | 287 |
|
|
2016
Q2 | – | Sell |
-9,764
| Closed | -$507K | – | 209 |
|
|
2016
Q1 | $507K | Sell |
9,764
-1,248
| -11% | -$64.8K | 0.63% | 60 |
|
|
2015
Q4 | $545K | Sell |
11,012
-2,059
| -16% | -$102K | 0.4% | 97 |
|
|
2015
Q3 | $604K | Sell |
13,071
-23,617
| -64% | -$1.09M | 0.35% | 104 |
|
|
2015
Q2 | $2.08M | Buy |
+36,688
| New | +$2.08M | 0.86% | 25 |
|
|
2015
Q1 | – | Sell |
-9,878
| Closed | -$572K | – | 245 |
|
|
2014
Q4 | $572K | Sell |
9,878
-54,577
| -85% | -$3.16M | 0.27% | 113 |
|
|
2014
Q3 | $4.18M | Buy |
+64,455
| New | +$4.18M | 1.62% | 4 |
|