TSWM
Triangle Securities Wealth Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
1,925
-25
| -1% | -$4.58K | 0.09% | 176 |
|
|
2025
Q1 | $343K | Sell |
1,950
-20
| -1% | -$3.51K | 0.09% | 175 |
|
|
2024
Q4 | $370K | Hold |
1,970
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $378K | Sell |
1,970
-80
| -4% | -$15.3K | 0.1% | 172 |
|
|
2024
Q2 | $370K | Sell |
2,050
-15
| -0.7% | -$2.71K | 0.1% | 169 |
|
|
2024
Q1 | $366K | Sell |
2,065
-25
| -1% | -$4.43K | 0.1% | 168 |
|
|
2023
Q4 | $321K | Sell |
2,090
-9
| -0.4% | -$1.38K | 0.1% | 171 |
|
|
2023
Q3 | $293K | Sell |
2,099
-34
| -2% | -$4.74K | 0.1% | 166 |
|
|
2023
Q2 | $315K | Sell |
2,133
-59
| -3% | -$8.71K | 0.11% | 164 |
|
|
2023
Q1 | $333K | Sell |
2,192
-13
| -0.6% | -$1.98K | 0.12% | 161 |
|
|
2022
Q4 | $299K | Sell |
2,205
-5
| -0.2% | -$677 | 0.11% | 166 |
|
|
2022
Q3 | $258K | Buy |
2,210
+195
| +10% | +$22.8K | 0.11% | 163 |
|
|
2022
Q2 | $244K | Buy |
2,015
+635
| +46% | +$76.9K | 0.1% | 165 |
|
|
2022
Q1 | $217K | Hold |
1,380
| – | – | 0.07% | 171 |
|
|
2021
Q4 | $251K | Sell |
1,380
-15
| -1% | -$2.73K | 0.08% | 167 |
|
|
2021
Q3 | $217K | Hold |
1,395
| – | – | 0.07% | 169 |
|
|
2021
Q2 | $210K | Buy |
+1,395
| New | +$210K | 0.07% | 173 |
|
|
2015
Q3 | – | Sell |
-4,460
| Closed | -$313K | – | 134 |
|
|
2015
Q2 | $313K | Hold |
4,460
| – | – | 0.22% | 107 |
|
|
2015
Q1 | $308K | Buy |
4,460
+510
| +13% | +$35.2K | 0.21% | 112 |
|
|
2014
Q4 | $283K | Buy |
+3,950
| New | +$283K | 0.2% | 106 |
|
|
2013
Q3 | – | Sell |
-1,610
| Closed | -$125K | – | 185 |
|
|
2013
Q2 | $125K | Buy |
+1,610
| New | +$125K | 0.09% | 159 |
|