One Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-307
| Closed | -$41.6K | – | 308 |
|
|
2022
Q4 | $41.6K | Buy |
+307
| New | +$41.6K | 0.01% | 443 |
|
|
2020
Q1 | – | Sell |
-3,015
| Closed | -$348K | – | 104 |
|
|
2019
Q4 | $348K | Buy |
3,015
+453
| +18% | +$52.3K | 0.26% | 62 |
|
|
2019
Q3 | $255K | Sell |
2,562
-437
| -15% | -$43.5K | 0.22% | 74 |
|
|
2019
Q2 | $300K | Buy |
2,999
+2,942
| +5,161% | +$294K | 0.25% | 71 |
|
|
2019
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 362 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$4K | – | 203 |
|
|
2018
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 465 |
|