Joel Isaacson & Co’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,050
| Closed | -$712K | – | 425 |
|
|
2025
Q1 | $712K | Hold |
4,050
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $760K | Hold |
4,050
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $777K | Buy |
4,050
+500
| +14% | +$95.9K | 0.04% | 163 |
|
|
2024
Q2 | $641K | Buy |
+3,550
| New | +$641K | 0.03% | 181 |
|
|
2017
Q1 | – | Sell |
-1,238
| Closed | -$75K | – | 272 |
|
|
2016
Q4 | $75K | Hold |
1,238
| – | – | 0.02% | 256 |
|
|
2016
Q3 | $74K | Hold |
1,238
| – | – | 0.02% | 273 |
|
|
2016
Q2 | $69K | Buy |
1,238
+248
| +25% | +$13.8K | 0.01% | 277 |
|
|
2016
Q1 | $51K | Hold |
990
| – | – | 0.01% | 326 |
|
|
2015
Q4 | $49K | Hold |
990
| – | – | 0.01% | 327 |
|
|
2015
Q3 | $46K | Hold |
990
| – | – | 0.01% | 352 |
|
|
2015
Q2 | $56K | Hold |
990
| – | – | 0.01% | 342 |
|
|
2015
Q1 | $55K | Hold |
990
| – | – | 0.01% | 341 |
|
|
2014
Q4 | $57K | Hold |
990
| – | – | 0.02% | 309 |
|
|
2014
Q3 | $64K | Hold |
990
| – | – | 0.02% | 263 |
|
|
2014
Q2 | $73K | Hold |
990
| – | – | 0.02% | 250 |
|
|
2014
Q1 | $65K | Sell |
990
-203
| -17% | -$13.3K | 0.02% | 254 |
|
|
2013
Q4 | $77K | Hold |
1,193
| – | – | 0.03% | 220 |
|
|
2013
Q3 | $72K | Hold |
1,193
| – | – | 0.03% | 213 |
|
|
2013
Q2 | $62K | Buy |
+1,193
| New | +$62K | 0.03% | 203 |
|