SWMP
Signature Wealth Management Partners’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
9,781
| – | – | 1.02% | 20 |
|
|
2025
Q1 | $1.72M | Sell |
9,781
-386
| -4% | -$67.8K | 1.13% | 15 |
|
|
2024
Q4 | $1.91M | Sell |
10,167
-100
| -1% | -$18.8K | 1.31% | 14 |
|
|
2024
Q3 | $1.97M | Hold |
10,267
| – | – | 1.43% | 13 |
|
|
2024
Q2 | $1.85M | Sell |
10,267
-294
| -3% | -$53.1K | 1.41% | 14 |
|
|
2024
Q1 | $1.87M | Sell |
10,561
-161
| -2% | -$28.5K | 1.52% | 12 |
|
|
2023
Q4 | $1.65M | Hold |
10,722
| – | – | 1.44% | 12 |
|
|
2023
Q3 | $1.5M | Hold |
10,722
| – | – | 1.46% | 12 |
|
|
2023
Q2 | $1.58M | Hold |
10,722
| – | – | 1.47% | 12 |
|
|
2023
Q1 | $1.63M | Hold |
10,722
| – | – | 1.51% | 14 |
|
|
2022
Q4 | $1.45M | Hold |
10,722
| – | – | 1.43% | 17 |
|
|
2022
Q3 | $1.25M | Sell |
10,722
-1
| -0% | -$117 | 1.38% | 17 |
|
|
2022
Q2 | $1.3M | Hold |
10,723
| – | – | 1.33% | 19 |
|
|
2022
Q1 | $1.68M | Sell |
10,723
-197
| -2% | -$30.9K | 1.43% | 15 |
|
|
2021
Q4 | $1.98M | Sell |
10,920
-125
| -1% | -$22.7K | 1.68% | 12 |
|
|
2021
Q3 | $1.72M | Hold |
11,045
| – | – | 1.56% | 15 |
|
|
2021
Q2 | $1.66M | Sell |
11,045
-634
| -5% | -$95.5K | 1.51% | 17 |
|
|
2021
Q1 | $1.6M | Hold |
11,679
| – | – | 1.54% | 18 |
|
|
2020
Q4 | $1.47M | Buy |
+11,679
| New | +$1.47M | 1.47% | 18 |
|