Mount Yale Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,426
| Closed | -$253K | – | 542 |
|
|
2024
Q1 | $253K | Sell |
1,426
-398
| -22% | -$70.5K | 0.02% | 486 |
|
|
2023
Q4 | $281K | Buy |
1,824
+83
| +5% | +$12.8K | 0.03% | 424 |
|
|
2023
Q3 | $243K | Buy |
1,741
+240
| +16% | +$33.5K | 0.03% | 437 |
|
|
2023
Q2 | $222K | Sell |
1,501
-457
| -23% | -$67.5K | 0.02% | 447 |
|
|
2023
Q1 | $297K | Buy |
1,958
+48
| +3% | +$7.29K | 0.03% | 378 |
|
|
2022
Q4 | $259K | Buy |
1,910
+146
| +8% | +$19.8K | 0.03% | 381 |
|
|
2022
Q3 | $206K | Buy |
1,764
+23
| +1% | +$2.69K | 0.03% | 416 |
|
|
2022
Q2 | $211K | Buy |
1,741
+116
| +7% | +$14.1K | 0.03% | 432 |
|
|
2022
Q1 | $255K | Buy |
1,625
+6
| +0.4% | +$942 | 0.03% | 406 |
|
|
2021
Q4 | $294K | Sell |
1,619
-22
| -1% | -$4K | 0.03% | 373 |
|
|
2021
Q3 | $255K | Sell |
1,641
-355
| -18% | -$55.2K | 0.03% | 385 |
|
|
2021
Q2 | $301K | Sell |
1,996
-40
| -2% | -$6.03K | 0.04% | 318 |
|
|
2021
Q1 | $279K | Sell |
2,036
-10
| -0.5% | -$1.37K | 0.04% | 328 |
|
|
2020
Q4 | $258K | Sell |
2,046
-375
| -15% | -$47.3K | 0.04% | 328 |
|
|
2020
Q3 | $262K | Buy |
+2,421
| New | +$262K | 0.04% | 288 |
|
|
2020
Q1 | – | Sell |
-1,896
| Closed | -$216K | – | 304 |
|
|
2019
Q4 | $216K | Buy |
+1,896
| New | +$216K | 0.04% | 305 |
|
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$99K | – | 432 |
|
|
2018
Q3 | $99K | Hold |
1,145
| – | – | 0.02% | 446 |
|
|
2018
Q2 | $84K | Buy |
+1,145
| New | +$84K | 0.02% | 513 |
|