Regal Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-6,497
| Closed | -$321K | – | 256 |
|
2015
Q4 | $321K | Hold |
6,497
| – | – | 0.08% | 191 |
|
2015
Q3 | $300K | Buy |
6,497
+4,177
| +180% | +$193K | 0.08% | 191 |
|
2015
Q2 | $131K | Buy |
2,320
+452
| +24% | +$25.5K | 0.04% | 300 |
|
2015
Q1 | $104K | Hold |
1,868
| – | – | 0.03% | 333 |
|
2014
Q4 | $108K | Buy |
1,868
+917
| +96% | +$53K | 0.03% | 293 |
|
2014
Q3 | $62K | Buy |
+951
| New | +$62K | 0.02% | 384 |
|