TRUE Private Wealth Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,170
| Closed | -$212K | – | 245 |
|
|
2021
Q4 | $212K | Buy |
+1,170
| New | +$212K | 0.03% | 247 |
|
|
2021
Q1 | – | Sell |
-1,098
| Closed | -$138K | – | 354 |
|
|
2020
Q4 | $138K | Buy |
1,098
+90
| +9% | +$11.3K | 0.02% | 235 |
|
|
2020
Q3 | $109K | Hold |
1,008
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $97K | Buy |
1,008
+201
| +25% | +$19.3K | 0.02% | 239 |
|
|
2020
Q1 | $67K | Sell |
807
-1,251
| -61% | -$104K | 0.01% | 257 |
|
|
2019
Q4 | $237K | Buy |
+2,058
| New | +$237K | 0.04% | 193 |
|
|
2019
Q3 | – | Sell |
-703
| Closed | -$70K | – | 350 |
|
|
2019
Q2 | $70K | Buy |
+703
| New | +$70K | 0.01% | 299 |
|
|
2018
Q4 | – | Sell |
-709
| Closed | -$62.8K | – | 410 |
|
|
2018
Q3 | $62.8K | Buy |
+709
| New | +$62.8K | 0.01% | 434 |
|