Integrated Wealth Concepts’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
+3,995
| New | +$732K | 0.01% | 1071 |
|
|
2023
Q4 | – | Sell |
-3,148
| Closed | -$439K | – | 1611 |
|
|
2023
Q3 | $439K | Buy |
3,148
+44
| +1% | +$6.14K | 0.01% | 1039 |
|
|
2023
Q2 | $458K | Buy |
+3,104
| New | +$458K | 0.01% | 1023 |
|
|
2022
Q1 | – | Sell |
-1,830
| Closed | -$332K | – | 973 |
|
|
2021
Q4 | $332K | Buy |
1,830
+15
| +0.8% | +$2.72K | 0.01% | 734 |
|
|
2021
Q3 | $282K | Buy |
1,815
+35
| +2% | +$5.44K | 0.01% | 763 |
|
|
2021
Q2 | $268K | Sell |
1,780
-24
| -1% | -$3.61K | 0.01% | 687 |
|
|
2021
Q1 | $247K | Buy |
1,804
+23
| +1% | +$3.15K | 0.01% | 637 |
|
|
2020
Q4 | $225K | Buy |
+1,781
| New | +$225K | 0.01% | 575 |
|