TWA
TCI Wealth Advisors’s Dover DOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-262
| Closed | -$39.8K | – | 759 |
|
2023
Q1 | $39.8K | Hold |
262
| – | – | 0.01% | 489 |
|
2022
Q4 | $35.5K | Sell |
262
-17
| -6% | -$2.3K | ﹤0.01% | 497 |
|
2022
Q3 | $33K | Buy |
279
+20
| +8% | +$2.37K | 0.01% | 484 |
|
2022
Q2 | $31K | Buy |
259
+139
| +116% | +$16.6K | ﹤0.01% | 499 |
|
2022
Q1 | $19K | Buy |
120
+116
| +2,900% | +$18.4K | ﹤0.01% | 714 |
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2181 |
|
2021
Q3 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 2237 |
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2325 |
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2158 |
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1545 |
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1539 |
|
2020
Q2 | $0 | Sell |
3
-4
| -57% | – | ﹤0.01% | 1488 |
|
2020
Q1 | $1K | Sell |
7
-339
| -98% | -$48.4K | ﹤0.01% | 1211 |
|
2019
Q4 | $40K | Buy |
+346
| New | +$40K | 0.02% | 419 |
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1512 |
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1443 |
|
2015
Q4 | – | Sell |
-414
| Closed | -$24K | – | 1035 |
|
2015
Q3 | $24K | Hold |
414
| – | – | 0.01% | 372 |
|
2015
Q2 | $29K | Hold |
414
| – | – | 0.02% | 342 |
|
2015
Q1 | $29K | Hold |
414
| – | – | 0.02% | 307 |
|
2014
Q4 | $30K | Buy |
+414
| New | +$30K | 0.02% | 301 |
|