Lake Street Private Wealth’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,235
| Closed | -$223K | – | 276 |
|
|
2024
Q2 | $223K | Sell |
1,235
-17
| -1% | -$3.07K | 0.03% | 295 |
|
|
2024
Q1 | $222K | Buy |
+1,252
| New | +$222K | 0.03% | 292 |
|
|
2023
Q2 | – | Sell |
-1,319
| Closed | -$200K | – | 294 |
|
|
2023
Q1 | $200K | Buy |
+1,319
| New | +$200K | 0.04% | 268 |
|
|
2022
Q3 | – | Sell |
-2,081
| Closed | -$252K | – | 288 |
|
|
2022
Q2 | $252K | Sell |
2,081
-165
| -7% | -$20K | 0.05% | 247 |
|
|
2022
Q1 | $352K | Sell |
2,246
-244
| -10% | -$38.2K | 0.06% | 224 |
|
|
2021
Q4 | $452K | Buy |
+2,490
| New | +$452K | 0.08% | 208 |
|