SWA
SOA Wealth Advisors’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193 | Hold |
1
| – | – | ﹤0.01% | 822 |
|
|
2025
Q1 | $185 | Hold |
1
| – | – | ﹤0.01% | 828 |
|
|
2024
Q4 | $196 | Hold |
1
| – | – | ﹤0.01% | 824 |
|
|
2024
Q3 | $200 | Hold |
1
| – | – | ﹤0.01% | 793 |
|
|
2024
Q2 | $188 | Hold |
1
| – | – | ﹤0.01% | 806 |
|
|
2024
Q1 | $184 | Hold |
1
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $159 | Hold |
1
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $144 | Hold |
1
| – | – | ﹤0.01% | 890 |
|
|
2023
Q2 | $152 | Hold |
1
| – | – | ﹤0.01% | 891 |
|
|
2023
Q1 | $156 | Hold |
1
| – | – | ﹤0.01% | 917 |
|
|
2022
Q4 | $138 | Hold |
1
| – | – | ﹤0.01% | 923 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 857 |
|
|
2022
Q2 | $0 | Sell |
1
-65
| -98% | – | ﹤0.01% | 855 |
|
|
2022
Q1 | $10K | Hold |
66
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $11K | Hold |
66
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $10K | Buy |
66
+49
| +288% | +$7.42K | ﹤0.01% | 583 |
|
|
2021
Q2 | $2K | Buy |
17
+10
| +143% | +$1.18K | ﹤0.01% | 763 |
|
|
2021
Q1 | $0 | Buy |
7
+6
| +600% | – | ﹤0.01% | 828 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 810 |
|