Optimum Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Hold |
625
| – | – | 0.05% | 233 |
|
|
2025
Q1 | $110K | Hold |
625
| – | – | 0.05% | 231 |
|
|
2024
Q4 | $117K | Hold |
625
| – | – | 0.05% | 232 |
|
|
2024
Q3 | $120K | Hold |
625
| – | – | 0.05% | 245 |
|
|
2024
Q2 | $113K | Hold |
625
| – | – | 0.05% | 248 |
|
|
2024
Q1 | $111K | Hold |
625
| – | – | 0.05% | 255 |
|
|
2023
Q4 | $96.1K | Hold |
625
| – | – | 0.05% | 268 |
|
|
2023
Q3 | $87.2K | Hold |
625
| – | – | 0.04% | 283 |
|
|
2023
Q2 | $92.3K | Hold |
625
| – | – | 0.05% | 284 |
|
|
2023
Q1 | $95K | Hold |
625
| – | – | 0.05% | 273 |
|
|
2022
Q4 | $84.6K | Sell |
625
-300
| -32% | -$40.6K | 0.05% | 292 |
|
|
2022
Q3 | $108K | Hold |
925
| – | – | 0.06% | 261 |
|
|
2022
Q2 | $112K | Hold |
925
| – | – | 0.06% | 267 |
|
|
2022
Q1 | $145K | Hold |
925
| – | – | 0.06% | 260 |
|
|
2021
Q4 | $168K | Hold |
925
| – | – | 0.07% | 259 |
|
|
2021
Q3 | $144K | Hold |
925
| – | – | 0.06% | 277 |
|
|
2021
Q2 | $139K | Hold |
925
| – | – | 0.04% | 328 |
|
|
2021
Q1 | $127K | Hold |
925
| – | – | 0.04% | 335 |
|
|
2020
Q4 | $117K | Hold |
925
| – | – | 0.04% | 329 |
|
|
2020
Q3 | $100K | Sell |
925
-30
| -3% | -$3.24K | 0.03% | 335 |
|
|
2020
Q2 | $92K | Hold |
955
| – | – | 0.03% | 341 |
|
|
2020
Q1 | $80K | Sell |
955
-350
| -27% | -$29.3K | 0.03% | 343 |
|
|
2019
Q4 | $150K | Buy |
1,305
+250
| +24% | +$28.7K | 0.04% | 320 |
|
|
2019
Q3 | $105K | Hold |
1,055
| – | – | 0.03% | 372 |
|
|
2019
Q2 | $106K | Hold |
1,055
| – | – | 0.03% | 370 |
|
|
2019
Q1 | $99K | Hold |
1,055
| – | – | 0.03% | 379 |
|
|
2018
Q4 | $75K | Hold |
1,055
| – | – | 0.03% | 397 |
|
|
2018
Q3 | $93K | Hold |
1,055
| – | – | 0.03% | 410 |
|
|
2018
Q2 | $77K | Sell |
1,055
-251
| -19% | -$18.3K | 0.02% | 444 |
|
|
2018
Q1 | $104K | Buy |
+1,306
| New | +$104K | 0.03% | 398 |
|
|
2015
Q1 | $50K | Hold |
898
| – | – | 0.02% | 510 |
|
|
2014
Q4 | $52K | Hold |
898
| – | – | 0.02% | 490 |
|
|
2014
Q3 | $59K | Hold |
898
| – | – | 0.02% | 440 |
|
|
2014
Q2 | $66K | Buy |
898
+774
| +624% | +$56.9K | 0.02% | 424 |
|
|
2014
Q1 | $8K | Sell |
124
-25
| -17% | -$1.61K | ﹤0.01% | 624 |
|
|
2013
Q4 | $10K | Hold |
149
| – | – | ﹤0.01% | 610 |
|
|
2013
Q3 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 587 |
|