Integrated Wealth Counsel’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,087
| Closed | -$61K | – | 88 |
|
|
2015
Q1 | $61K | Hold |
1,087
| – | – | 0.08% | 53 |
|
|
2014
Q4 | $63K | Hold |
1,087
| – | – | 0.08% | 51 |
|
|
2014
Q3 | $71K | Hold |
1,087
| – | – | 0.07% | 48 |
|
|
2014
Q2 | $80K | Hold |
1,087
| – | – | 0.06% | 59 |
|
|
2014
Q1 | $72K | Sell |
1,087
-223
| -17% | -$14.8K | 0.06% | 79 |
|
|
2013
Q4 | $85K | Hold |
1,310
| – | – | 0.06% | 80 |
|
|
2013
Q3 | $78.9K | Hold |
1,310
| – | – | 0.06% | 85 |
|
|
2013
Q2 | $68K | Buy |
+1,310
| New | +$68K | 0.05% | 91 |
|