NewEdge Wealth’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $467K | Buy |
2,685
+64
| +2% | +$11.1K | 0.01% | 730 |
|
2025
Q1 | $460K | Sell |
2,621
-908
| -26% | -$160K | 0.01% | 672 |
|
2024
Q4 | $662K | Buy |
3,529
+1,376
| +64% | +$258K | 0.01% | 572 |
|
2024
Q3 | $413K | Buy |
+2,153
| New | +$413K | 0.01% | 663 |
|
2023
Q2 | – | Sell |
-14,186
| Closed | -$2.16M | – | 638 |
|
2023
Q1 | $2.16M | Buy |
14,186
+474
| +3% | +$72K | 0.08% | 213 |
|
2022
Q4 | $1.86M | Sell |
13,712
-281
| -2% | -$38.1K | 0.08% | 217 |
|
2022
Q3 | $1.63M | Buy |
13,993
+3,091
| +28% | +$360K | 0.08% | 217 |
|
2022
Q2 | $1.32M | Buy |
+10,902
| New | +$1.32M | 0.06% | 252 |
|