HHM 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 | $196K | Sell |
1,072
-5
| -0.5% | -$916 | 0.02% | 201 |
|
|
2025
Q1 | $189K | Sell |
1,077
-486
| -31% | -$85.4K | 0.03% | 189 |
|
|
2024
Q4 | $293K | Buy |
1,563
+5
| +0.3% | +$938 | 0.04% | 150 |
|
|
2024
Q3 | $299K | Sell |
1,558
-500
| -24% | -$95.9K | 0.04% | 138 |
|
|
2024
Q2 | $371K | Buy |
2,058
+1,500
| +269% | +$271K | 0.06% | 111 |
|
|
2024
Q1 | $98.9K | Hold |
558
| – | – | 0.02% | 207 |
|
|
2023
Q4 | $85.8K | Hold |
558
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $77.8K | Hold |
558
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $82.4K | Sell |
558
-101
| -15% | -$14.9K | 0.02% | 223 |
|
|
2023
Q1 | $100K | Buy |
659
+173
| +36% | +$26.3K | 0.02% | 199 |
|
|
2022
Q4 | $65.8K | Hold |
486
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $57K | Buy |
486
+330
| +212% | +$38.7K | 0.02% | 214 |
|
|
2022
Q2 | $19K | Hold |
156
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $24K | Hold |
156
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $28K | Hold |
156
| – | – | 0.01% | 381 |
|
|
2021
Q3 | $24K | Hold |
156
| – | – | 0.01% | 386 |
|
|
2021
Q2 | $23K | Hold |
156
| – | – | 0.01% | 381 |
|
|
2021
Q1 | $21K | Hold |
156
| – | – | 0.01% | 374 |
|
|
2020
Q4 | $20K | Hold |
156
| – | – | 0.01% | 352 |
|
|
2020
Q3 | $17K | Hold |
156
| – | – | 0.01% | 332 |
|
|
2020
Q2 | $15K | Buy |
+156
| New | +$15K | 0.01% | 337 |
|