Schechter Investment Advisors’s Dover DOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,633
| Closed | -$289K | – | 659 |
|
2024
Q1 | $289K | Sell |
1,633
-332
| -17% | -$58.8K | 0.02% | 506 |
|
2023
Q4 | $302K | Sell |
1,965
-368
| -16% | -$56.6K | 0.03% | 464 |
|
2023
Q3 | $325K | Buy |
2,333
+372
| +19% | +$51.9K | 0.03% | 424 |
|
2023
Q2 | $290K | Sell |
1,961
-17
| -0.9% | -$2.51K | 0.03% | 494 |
|
2023
Q1 | $301K | Buy |
1,978
+45
| +2% | +$6.84K | 0.03% | 521 |
|
2022
Q4 | $262K | Sell |
1,933
-169
| -8% | -$22.9K | 0.02% | 671 |
|
2022
Q3 | $245K | Buy |
2,102
+75
| +4% | +$8.74K | 0.02% | 773 |
|
2022
Q2 | $246K | Sell |
2,027
-327
| -14% | -$39.7K | 0.02% | 777 |
|
2022
Q1 | $370K | Sell |
2,354
-81
| -3% | -$12.7K | 0.03% | 625 |
|
2021
Q4 | $443K | Buy |
+2,435
| New | +$443K | 0.04% | 544 |
|