OCPWS
One Charles Private Wealth Services’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,112
| New | +$204K | 0.06% | 155 |
|
|
2025
Q1 | – | Sell |
-1,124
| Closed | -$211K | – | 148 |
|
|
2024
Q4 | $211K | Hold |
1,124
| – | – | 0.07% | 143 |
|
|
2024
Q3 | $216K | Hold |
1,124
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $203K | Buy |
+1,124
| New | +$203K | 0.08% | 142 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$218K | – | 115 |
|
|
2021
Q4 | $218K | Buy |
+1,200
| New | +$218K | 0.12% | 109 |
|