Taylor Wealth Management Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$71K | – | 68 |
|
|
2018
Q4 | $71K | Hold |
1,000
| – | – | 0.04% | 55 |
|
|
2018
Q3 | $89K | Hold |
1,000
| – | – | 0.04% | 67 |
|
|
2018
Q2 | $73K | Sell |
1,000
-238
| -19% | -$17.4K | 0.03% | 71 |
|
|
2018
Q1 | $98K | Hold |
1,238
| – | – | 0.05% | 66 |
|
|
2017
Q4 | $101K | Hold |
1,238
| – | – | 0.04% | 80 |
|
|
2017
Q3 | $91K | Hold |
1,238
| – | – | 0.04% | 87 |
|
|
2017
Q2 | $80K | Hold |
1,238
| – | – | 0.04% | 92 |
|
|
2017
Q1 | $80K | Hold |
1,238
| – | – | 0.04% | 94 |
|
|
2016
Q4 | $75K | Hold |
1,238
| – | – | 0.03% | 92 |
|
|
2016
Q3 | $74K | Hold |
1,238
| – | – | 0.03% | 82 |
|
|
2016
Q2 | $69K | Hold |
1,238
| – | – | 0.03% | 81 |
|
|
2016
Q1 | $64K | Hold |
1,238
| – | – | 0.03% | 78 |
|
|
2015
Q4 | $61K | Hold |
1,238
| – | – | 0.03% | 76 |
|
|
2015
Q3 | $57K | Hold |
1,238
| – | – | 0.03% | 75 |
|
|
2015
Q2 | $70K | Hold |
1,238
| – | – | 0.02% | 82 |
|
|
2015
Q1 | $69K | Buy |
+1,238
| New | +$69K | 0.02% | 71 |
|