Kays Financial Advisory’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-15,854
| Closed | -$960K | – | 74 |
|
|
2016
Q4 | $960K | Buy |
15,854
+1,996
| +14% | +$121K | 0.37% | 43 |
|
|
2016
Q3 | $824K | Sell |
13,858
-9,247
| -40% | -$550K | 0.35% | 41 |
|
|
2016
Q2 | $1.29M | Buy |
23,105
+3,512
| +18% | +$197K | 0.58% | 31 |
|
|
2016
Q1 | $1.02M | Buy |
19,593
+702
| +4% | +$36.5K | 0.5% | 29 |
|
|
2015
Q4 | $936K | Buy |
18,891
+1,528
| +9% | +$75.7K | 0.49% | 29 |
|
|
2015
Q3 | $802K | Buy |
17,363
+4,920
| +40% | +$227K | 0.46% | 29 |
|
|
2015
Q2 | $705K | Buy |
12,443
+1,664
| +15% | +$94.3K | 0.41% | 31 |
|
|
2015
Q1 | $602K | Buy |
10,779
+3,943
| +58% | +$220K | 0.36% | 33 |
|
|
2014
Q4 | $396K | Buy |
6,836
+2,576
| +60% | +$149K | 0.27% | 32 |
|
|
2014
Q3 | $276K | Buy |
4,260
+355
| +9% | +$23K | 0.2% | 38 |
|
|
2014
Q2 | $287K | Buy |
+3,905
| New | +$287K | 0.21% | 34 |
|