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