Principle Wealth Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,400
| Closed | -$253K | – | 343 |
|
|
2024
Q2 | $253K | Sell |
1,400
-300
| -18% | -$54.1K | 0.02% | 295 |
|
|
2024
Q1 | $301K | Sell |
1,700
-300
| -15% | -$53.2K | 0.02% | 275 |
|
|
2023
Q4 | $308K | Hold |
2,000
| – | – | 0.03% | 266 |
|
|
2023
Q3 | $279K | Hold |
2,000
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $295K | Hold |
2,000
| – | – | 0.03% | 262 |
|
|
2023
Q1 | $304K | Hold |
2,000
| – | – | 0.03% | 253 |
|
|
2022
Q4 | $271K | Hold |
2,000
| – | – | 0.03% | 267 |
|
|
2022
Q3 | $233 | Hold |
2,000
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $243K | Hold |
2,000
| – | – | 0.03% | 274 |
|
|
2022
Q1 | $314K | Sell |
2,000
-835
| -29% | -$131K | 0.03% | 254 |
|
|
2021
Q4 | $515K | Hold |
2,835
| – | – | 0.05% | 203 |
|
|
2021
Q3 | $441K | Sell |
2,835
-500
| -15% | -$77.8K | 0.05% | 212 |
|
|
2021
Q2 | $502K | Sell |
3,335
-500
| -13% | -$75.3K | 0.06% | 198 |
|
|
2021
Q1 | $526K | Hold |
3,835
| – | – | 0.06% | 186 |
|
|
2020
Q4 | $484K | Buy |
+3,835
| New | +$484K | 0.06% | 181 |
|
|
2020
Q3 | – | Sell |
-47
| Closed | -$5K | – | 222 |
|
|
2020
Q2 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 432 |
|