TrueWealth LLC’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-24
| Closed | -$2K | – | 726 |
|
|
2020
Q1 | $2K | Sell |
24
-450
| -95% | -$37.5K | ﹤0.01% | 643 |
|
|
2019
Q4 | $55K | Buy |
474
+24
| +5% | +$2.79K | 0.02% | 265 |
|
|
2019
Q3 | $45K | Hold |
450
| – | – | 0.02% | 273 |
|
|
2019
Q2 | $45K | Hold |
450
| – | – | 0.02% | 276 |
|
|
2019
Q1 | $42K | Hold |
450
| – | – | 0.02% | 278 |
|
|
2018
Q4 | $32K | Hold |
450
| – | – | 0.02% | 302 |
|
|
2018
Q3 | $40K | Hold |
450
| – | – | 0.02% | 296 |
|
|
2018
Q2 | $33K | Sell |
450
-107
| -19% | -$7.85K | 0.02% | 318 |
|
|
2018
Q1 | $44K | Sell |
557
-131
| -19% | -$10.3K | 0.02% | 269 |
|
|
2017
Q4 | $56K | Buy |
+688
| New | +$56K | 0.03% | 274 |
|