JFS 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 | $15K | Buy |
82
+7
| +9% | +$1.28K | ﹤0.01% | 731 |
|
|
2025
Q1 | $13.2K | Sell |
75
-6
| -7% | -$1.05K | ﹤0.01% | 784 |
|
|
2024
Q4 | $15.2K | Hold |
81
| – | – | ﹤0.01% | 718 |
|
|
2024
Q3 | $15.5K | Buy |
81
+2
| +3% | +$383 | ﹤0.01% | 704 |
|
|
2024
Q2 | $14.3K | Sell |
79
-2
| -2% | -$361 | ﹤0.01% | 686 |
|
|
2024
Q1 | $14.4K | Hold |
81
| – | – | ﹤0.01% | 702 |
|
|
2023
Q4 | $12.5K | Buy |
81
+12
| +17% | +$1.85K | ﹤0.01% | 710 |
|
|
2023
Q3 | $9.63K | Hold |
69
| – | – | ﹤0.01% | 746 |
|
|
2023
Q2 | $10.2K | Hold |
69
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $10.5K | Sell |
69
-3
| -4% | -$456 | ﹤0.01% | 703 |
|
|
2022
Q4 | $9.75K | Sell |
72
-2
| -3% | -$271 | ﹤0.01% | 722 |
|
|
2022
Q3 | $9K | Buy |
74
+63
| +573% | +$7.66K | ﹤0.01% | 758 |
|
|
2022
Q2 | $1K | Sell |
11
-49
| -82% | -$4.46K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $9K | Buy |
60
+38
| +173% | +$5.7K | ﹤0.01% | 817 |
|
|
2021
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 848 |
|
|
2016
Q3 | – | Sell |
-4,704
| Closed | -$263K | – | 491 |
|
|
2016
Q2 | $263K | Buy |
+4,704
| New | +$263K | 0.07% | 134 |
|