J.P. Morgan Private Wealth Advisors’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.46M | Sell |
31,964
-1,296
| -4% | -$181K | 0.01% | 527 |
|
|
2023
Q2 | $4.91M | Sell |
33,260
-3,618
| -10% | -$534K | 0.03% | 341 |
|
|
2023
Q1 | $5.6M | Buy |
36,878
+1,702
| +5% | +$259K | 0.01% | 557 |
|
|
2022
Q4 | $4.76M | Buy |
35,176
+15,524
| +79% | +$2.1M | 0.01% | 587 |
|
|
2022
Q3 | $2.29M | Buy |
19,652
+846
| +4% | +$98.6K | 0.01% | 797 |
|
|
2022
Q2 | $2.28M | Sell |
18,806
-428
| -2% | -$51.9K | 0.01% | 801 |
|
|
2022
Q1 | $3.02M | Buy |
19,234
+1,359
| +8% | +$213K | 0.01% | 767 |
|
|
2021
Q4 | $3.25M | Sell |
17,875
-149
| -0.8% | -$27.1K | 0.01% | 739 |
|
|
2021
Q3 | $2.8M | Buy |
18,024
+2,612
| +17% | +$406K | 0.01% | 764 |
|
|
2021
Q2 | $2.32M | Buy |
15,412
+1,098
| +8% | +$165K | 0.01% | 814 |
|
|
2021
Q1 | $1.96M | Sell |
14,314
-2,454
| -15% | -$337K | 0.01% | 775 |
|
|
2020
Q4 | $2.12M | Buy |
16,768
+297
| +2% | +$37.5K | 0.01% | 712 |
|
|
2020
Q3 | $1.78M | Buy |
16,471
+610
| +4% | +$66.1K | 0.01% | 680 |
|
|
2020
Q2 | $1.53M | Sell |
15,861
-254
| -2% | -$24.5K | 0.01% | 658 |
|
|
2020
Q1 | $1.35M | Sell |
16,115
-8,143
| -34% | -$684K | 0.01% | 627 |
|
|
2019
Q4 | $2.8M | Buy |
24,258
+3,454
| +17% | +$398K | 0.01% | 547 |
|
|
2019
Q3 | $2.07M | Buy |
20,804
+5,226
| +34% | +$520K | 0.01% | 582 |
|
|
2019
Q2 | $1.56M | Buy |
15,578
+902
| +6% | +$90.4K | 0.01% | 639 |
|
|
2019
Q1 | $1.38M | Buy |
14,676
+1,907
| +15% | +$179K | 0.01% | 698 |
|
|
2018
Q4 | $906K | Sell |
12,769
-367
| -3% | -$26K | 0.01% | 777 |
|
|
2018
Q3 | $1.16M | Buy |
13,136
+1,991
| +18% | +$176K | 0.01% | 778 |
|
|
2018
Q2 | $816K | Buy |
11,145
+2,203
| +25% | +$161K | ﹤0.01% | 838 |
|
|
2018
Q1 | $710K | Buy |
8,942
+2,764
| +45% | +$219K | ﹤0.01% | 753 |
|
|
2017
Q4 | $504K | Buy |
6,178
+1,154
| +23% | +$94.1K | ﹤0.01% | 865 |
|
|
2017
Q3 | $370K | Buy |
5,024
+171
| +4% | +$12.6K | ﹤0.01% | 956 |
|
|
2017
Q2 | $315K | Sell |
4,853
-397
| -8% | -$25.8K | ﹤0.01% | 995 |
|
|
2017
Q1 | $341K | Sell |
5,250
-221
| -4% | -$14.4K | ﹤0.01% | 1018 |
|
|
2016
Q4 | $331K | Sell |
5,471
-5,321
| -49% | -$322K | ﹤0.01% | 965 |
|
|
2016
Q3 | $642K | Buy |
10,792
+1,143
| +12% | +$68K | 0.01% | 705 |
|
|
2016
Q2 | $541K | Sell |
9,649
-2,863
| -23% | -$161K | 0.01% | 757 |
|
|
2016
Q1 | $649K | Buy |
12,512
+6,859
| +121% | +$356K | 0.01% | 670 |
|
|
2015
Q4 | $280K | Sell |
5,653
-4,105
| -42% | -$203K | ﹤0.01% | 892 |
|
|
2015
Q3 | $451K | Sell |
9,758
-277
| -3% | -$12.8K | 0.01% | 652 |
|
|
2015
Q2 | $569K | Sell |
10,035
-2,406
| -19% | -$136K | 0.01% | 630 |
|
|
2015
Q1 | $695K | Sell |
12,441
-2,094
| -14% | -$117K | 0.01% | 618 |
|
|
2014
Q4 | $842K | Buy |
14,535
+5,443
| +60% | +$315K | 0.01% | 573 |
|
|
2014
Q3 | $590K | Sell |
9,092
-89
| -1% | -$5.78K | 0.01% | 644 |
|
|
2014
Q2 | $674K | Sell |
9,181
-343
| -4% | -$25.2K | 0.01% | 490 |
|
|
2014
Q1 | $629K | Sell |
9,524
-7,470
| -44% | -$493K | 0.01% | 502 |
|
|
2013
Q4 | $1.1M | Buy |
16,994
+10,296
| +154% | +$666K | 0.02% | 331 |
|
|
2013
Q3 | $403K | Sell |
6,698
-464
| -6% | -$27.9K | 0.01% | 465 |
|
|
2013
Q2 | $373K | Buy |
+7,162
| New | +$373K | 0.01% | 463 |
|