Heritage Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Hold |
1,905
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $335K | Sell |
1,905
-75
| -4% | -$13.2K | 0.02% | 157 |
|
|
2024
Q4 | $371K | Hold |
1,980
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $380K | Hold |
1,980
| – | – | 0.02% | 163 |
|
|
2024
Q2 | $357K | Hold |
1,980
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $351K | Hold |
1,980
| – | – | 0.02% | 168 |
|
|
2023
Q4 | $305K | Hold |
1,980
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $276K | Hold |
1,980
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $292K | Hold |
1,980
| – | – | 0.02% | 176 |
|
|
2023
Q1 | $301K | Hold |
1,980
| – | – | 0.02% | 173 |
|
|
2022
Q4 | $268K | Hold |
1,980
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $231K | Hold |
1,980
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $240K | Buy |
1,980
+1,722
| +667% | +$209K | 0.02% | 184 |
|
|
2022
Q1 | $40K | Hold |
258
| – | – | ﹤0.01% | 334 |
|
|
2021
Q4 | $47K | Hold |
258
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $40.1K | Buy |
258
+225
| +682% | +$35K | ﹤0.01% | 337 |
|
|
2021
Q2 | $4.97K | Hold |
33
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $4.53K | Buy |
+33
| New | +$4.53K | ﹤0.01% | 504 |
|
|
2020
Q1 | – | Sell |
-41
| Closed | -$4.73K | – | 475 |
|
|
2019
Q4 | $4.73K | Buy |
+41
| New | +$4.73K | ﹤0.01% | 446 |
|
|
2019
Q3 | – | Sell |
-126
| Closed | -$12.6K | – | 440 |
|
|
2019
Q2 | $12.6K | Sell |
126
-75
| -37% | -$7.52K | ﹤0.01% | 375 |
|
|
2019
Q1 | $18.9K | Buy |
201
+126
| +168% | +$11.8K | ﹤0.01% | 312 |
|
|
2018
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 338 |
|
|
2018
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 325 |
|