JWM
Jacobus Wealth Management’s Dover DOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-1,670
| Closed | -$134K | – | 301 |
|
2014
Q3 | $134K | Hold |
1,670
| – | – | 0.04% | 255 |
|
2014
Q2 | $152K | Hold |
1,670
| – | – | 0.04% | 249 |
|
2014
Q1 | $137K | Sell |
1,670
-661
| -28% | -$54.2K | 0.03% | 259 |
|
2013
Q4 | $225K | Buy |
2,331
+1,026
| +79% | +$99K | 0.07% | 197 |
|
2013
Q3 | $117K | Buy |
+1,305
| New | +$117K | 0.04% | 229 |
|