Moneta Group Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-62
| Closed | -$5K | – | 448 |
|
|
2018
Q1 | $5K | Sell |
62
-4
| -6% | -$323 | ﹤0.01% | 503 |
|
|
2017
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 363 |
|
|
2015
Q2 | – | Sell |
-8,666
| Closed | -$484K | – | 133 |
|
|
2015
Q1 | $484K | Hold |
8,666
| – | – | 0.21% | 85 |
|
|
2014
Q4 | $502K | Buy |
8,666
+5,039
| +139% | +$292K | 0.24% | 72 |
|
|
2014
Q3 | $235K | Hold |
3,627
| – | – | 0.12% | 122 |
|
|
2014
Q2 | $266K | Hold |
3,627
| – | – | 0.14% | 112 |
|
|
2014
Q1 | $240K | Sell |
3,627
-744
| -17% | -$49.2K | 0.14% | 105 |
|
|
2013
Q4 | $283K | Buy |
+4,371
| New | +$283K | 0.17% | 96 |
|