JGP Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
7,824
-37
| -0.5% | -$6.78K | 0.17% | 76 |
|
|
2025
Q1 | $1.38M | Sell |
7,861
-214
| -3% | -$37.6K | 0.18% | 75 |
|
|
2024
Q4 | $1.51M | Buy |
8,075
+62
| +0.8% | +$11.6K | 0.2% | 72 |
|
|
2024
Q3 | $1.54M | Sell |
8,013
-240
| -3% | -$46K | 0.2% | 67 |
|
|
2024
Q2 | $1.49M | Sell |
8,253
-470
| -5% | -$84.8K | 0.21% | 64 |
|
|
2024
Q1 | $1.55M | Sell |
8,723
-774
| -8% | -$137K | 0.22% | 65 |
|
|
2023
Q4 | $1.46M | Sell |
9,497
-421
| -4% | -$64.8K | 0.22% | 71 |
|
|
2023
Q3 | $1.38M | Buy |
9,918
+109
| +1% | +$15.2K | 0.23% | 72 |
|
|
2023
Q2 | $1.45M | Buy |
9,809
+499
| +5% | +$73.7K | 0.24% | 70 |
|
|
2023
Q1 | $1.41M | Buy |
9,310
+377
| +4% | +$57.3K | 0.25% | 69 |
|
|
2022
Q4 | $1.21M | Buy |
8,933
+1,060
| +13% | +$144K | 0.22% | 73 |
|
|
2022
Q3 | $950K | Buy |
7,873
+345
| +5% | +$41.6K | 0.2% | 74 |
|
|
2022
Q2 | $919K | Buy |
7,528
+283
| +4% | +$34.5K | 0.19% | 78 |
|
|
2022
Q1 | $1.09M | Sell |
7,245
-262
| -3% | -$39.5K | 0.2% | 74 |
|
|
2021
Q4 | $1.35M | Buy |
7,507
+207
| +3% | +$37.1K | 0.25% | 68 |
|
|
2021
Q3 | $1.14M | Sell |
7,300
-10
| -0.1% | -$1.56K | 0.25% | 70 |
|
|
2021
Q2 | $1.1M | Sell |
7,310
-2,054
| -22% | -$309K | 0.24% | 73 |
|
|
2021
Q1 | $1.28M | Sell |
9,364
-5
| -0.1% | -$686 | 0.29% | 62 |
|
|
2020
Q4 | $1.12M | Sell |
9,369
-186
| -2% | -$22.3K | 0.26% | 64 |
|
|
2020
Q3 | $1.07M | Sell |
9,555
-94
| -1% | -$10.5K | 0.28% | 62 |
|
|
2020
Q2 | $935K | Sell |
9,649
-806
| -8% | -$78.1K | 0.28% | 64 |
|
|
2020
Q1 | $937K | Sell |
10,455
-579
| -5% | -$51.9K | 0.33% | 66 |
|
|
2019
Q4 | $1.28M | Sell |
11,034
-95
| -0.9% | -$11K | 0.38% | 65 |
|
|
2019
Q3 | $1.05M | Sell |
11,129
-85
| -0.8% | -$8K | 0.36% | 67 |
|
|
2019
Q2 | $1.12M | Buy |
11,214
+31
| +0.3% | +$3.11K | 0.4% | 68 |
|
|
2019
Q1 | $1.05M | Sell |
11,183
-637
| -5% | -$59.8K | 0.4% | 68 |
|
|
2018
Q4 | $839K | Sell |
11,820
-67
| -0.6% | -$4.76K | 0.35% | 73 |
|
|
2018
Q3 | $1.05M | Buy |
11,887
+14
| +0.1% | +$1.24K | 0.42% | 70 |
|
|
2018
Q2 | $869K | Buy |
+11,873
| New | +$869K | 0.36% | 77 |
|