RSWM
Robertson Stephens Wealth Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,735
| Closed | -$210K | – | 366 |
|
|
2022
Q2 | $210K | Sell |
1,735
-10
| -0.6% | -$1.21K | 0.02% | 353 |
|
|
2022
Q1 | $273K | Buy |
1,745
+6
| +0.3% | +$939 | 0.02% | 325 |
|
|
2021
Q4 | $315K | Buy |
1,739
+199
| +13% | +$36K | 0.03% | 309 |
|
|
2021
Q3 | $239K | Sell |
1,540
-29
| -2% | -$4.5K | 0.03% | 281 |
|
|
2021
Q2 | $236K | Sell |
1,569
-490
| -24% | -$73.7K | 0.03% | 298 |
|
|
2021
Q1 | $282K | Buy |
+2,059
| New | +$282K | 0.05% | 241 |
|