Strategic Wealth Management Group’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $843K | Sell |
5,599
-1,320
| -19% | -$199K | 0.31% | 44 |
|
|
2021
Q1 | $949K | Hold |
6,919
| – | – | 0.36% | 37 |
|
|
2020
Q4 | $874K | Hold |
6,919
| – | – | 0.38% | 33 |
|
|
2020
Q3 | $750K | Hold |
6,919
| – | – | 0.36% | 39 |
|
|
2020
Q2 | $668K | Hold |
6,919
| – | – | 0.39% | 34 |
|
|
2020
Q1 | $581K | Sell |
6,919
-32
| -0.5% | -$2.69K | 0.43% | 31 |
|
|
2019
Q4 | $801K | Buy |
6,951
+32
| +0.5% | +$3.69K | 0.52% | 30 |
|
|
2019
Q3 | $689K | Sell |
6,919
-240
| -3% | -$23.9K | 0.5% | 34 |
|
|
2019
Q2 | $717K | Buy |
7,159
+240
| +3% | +$24K | 0.55% | 31 |
|
|
2019
Q1 | $649K | Hold |
6,919
| – | – | 0.53% | 33 |
|
|
2018
Q4 | $491K | Buy |
+6,919
| New | +$491K | 0.47% | 38 |
|