Security National Trust’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-43
| Closed | -$3K | – | 434 |
|
|
2016
Q3 | $3K | Sell |
43
-1,486
| -97% | -$104K | ﹤0.01% | 432 |
|
|
2016
Q2 | $85K | Hold |
1,529
| – | – | 0.03% | 233 |
|
|
2016
Q1 | $79K | Sell |
1,529
-49
| -3% | -$2.53K | 0.03% | 235 |
|
|
2015
Q4 | $79K | Hold |
1,578
| – | – | 0.03% | 232 |
|
|
2015
Q3 | $73K | Hold |
1,578
| – | – | 0.03% | 242 |
|
|
2015
Q2 | $89K | Hold |
1,578
| – | – | 0.03% | 234 |
|
|
2015
Q1 | $88K | Buy |
1,578
+1,485
| +1,597% | +$82.8K | 0.03% | 242 |
|
|
2014
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 458 |
|
|
2014
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 452 |
|
|
2014
Q2 | $7K | Hold |
93
| – | – | ﹤0.01% | 437 |
|
|
2014
Q1 | $6K | Buy |
+93
| New | +$6K | ﹤0.01% | 446 |
|