Heritage Trust’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,933
| Closed | -$340K | – | 299 |
|
|
2025
Q1 | $340K | Hold |
1,933
| – | – | 0.04% | 246 |
|
|
2024
Q4 | $363K | Buy |
+1,933
| New | +$363K | 0.04% | 244 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 232 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 421 |
|
|
2018
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 402 |
|
|
2018
Q2 | $2K | Sell |
21
-5
| -19% | -$476 | ﹤0.01% | 376 |
|
|
2018
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 354 |
|
|
2017
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 362 |
|