Lenox Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $33K | Buy |
347
+3
| +0.9% | +$285 | 0.01% | 302 |
|
2020
Q1 | $28K | Sell |
344
-98
| -22% | -$7.98K | 0.01% | 299 |
|
2019
Q4 | $51K | Buy |
442
+8
| +2% | +$923 | 0.01% | 268 |
|
2019
Q3 | $43K | Hold |
434
| – | – | 0.01% | 279 |
|
2019
Q2 | $43K | Hold |
434
| – | – | 0.01% | 263 |
|
2019
Q1 | $41K | Buy |
434
+44
| +11% | +$4.16K | 0.01% | 256 |
|
2018
Q4 | $28K | Buy |
390
+41
| +12% | +$2.94K | 0.01% | 252 |
|
2018
Q3 | $31K | Sell |
349
-25
| -7% | -$2.22K | 0.01% | 266 |
|
2018
Q2 | $27K | Sell |
374
-85
| -19% | -$6.14K | 0.01% | 255 |
|
2018
Q1 | $36K | Buy |
459
+6
| +1% | +$471 | 0.01% | 241 |
|
2017
Q4 | $37K | Hold |
453
| – | – | 0.01% | 238 |
|
2017
Q3 | $33K | Sell |
453
-16
| -3% | -$1.17K | 0.01% | 268 |
|
2017
Q2 | $30K | Sell |
469
-110
| -19% | -$7.04K | 0.01% | 256 |
|
2017
Q1 | $38K | Sell |
579
-423
| -42% | -$27.8K | 0.03% | 107 |
|
2016
Q4 | $61K | Sell |
1,002
-240
| -19% | -$14.6K | 0.05% | 94 |
|
2016
Q3 | $74K | Sell |
1,242
-37
| -3% | -$2.21K | 0.06% | 77 |
|
2016
Q2 | $72K | Sell |
1,279
-115
| -8% | -$6.47K | 0.05% | 81 |
|
2016
Q1 | $72K | Sell |
1,394
-343
| -20% | -$17.7K | 0.05% | 79 |
|
2015
Q4 | $86K | Sell |
1,737
-640
| -27% | -$31.7K | 0.07% | 78 |
|
2015
Q3 | $110K | Buy |
2,377
+26
| +1% | +$1.2K | 0.09% | 51 |
|
2015
Q2 | $133K | Sell |
2,351
-64
| -3% | -$3.62K | 0.1% | 45 |
|
2015
Q1 | $135K | Sell |
2,415
-232
| -9% | -$13K | 0.09% | 47 |
|
2014
Q4 | $153K | Sell |
2,647
-35
| -1% | -$2.02K | 0.1% | 44 |
|
2014
Q3 | $174K | Sell |
2,682
-58
| -2% | -$3.76K | 0.12% | 41 |
|
2014
Q2 | $201K | Sell |
2,740
-304
| -10% | -$22.3K | 0.14% | 35 |
|
2014
Q1 | $201K | Sell |
3,044
-941
| -24% | -$62.1K | 0.1% | 44 |
|
2013
Q4 | $258K | Buy |
+3,985
| New | +$258K | 0.17% | 36 |
|