Valley Wealth Managers’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$15.4K | – | 333 |
|
|
2023
Q4 | $15.4K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $14.8K | Hold |
100
| – | – | ﹤0.01% | 260 |
|
|
2023
Q1 | $15.2K | Sell |
100
-43
| -30% | -$6.53K | ﹤0.01% | 266 |
|
|
2022
Q4 | $19.4K | Sell |
143
-130
| -48% | -$17.6K | ﹤0.01% | 271 |
|
|
2022
Q3 | $32K | Hold |
273
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $33K | Buy |
+273
| New | +$33K | ﹤0.01% | 271 |
|
|
2020
Q3 | – | Sell |
-3,998
| Closed | -$386K | – | 164 |
|
|
2020
Q2 | $386K | Hold |
3,998
| – | – | 0.04% | 133 |
|
|
2020
Q1 | $336K | Hold |
3,998
| – | – | 0.04% | 131 |
|
|
2019
Q4 | $461K | Sell |
3,998
-3,191
| -44% | -$368K | 0.05% | 141 |
|
|
2019
Q3 | $716K | Buy |
+7,189
| New | +$716K | 0.08% | 117 |
|
|
2017
Q2 | – | Sell |
-2,656
| Closed | -$172K | – | 139 |
|
|
2017
Q1 | $172K | Hold |
2,656
| – | – | 0.02% | 118 |
|
|
2016
Q4 | $161K | Hold |
2,656
| – | – | 0.02% | 119 |
|
|
2016
Q3 | $158K | Hold |
2,656
| – | – | 0.02% | 123 |
|
|
2016
Q2 | $149K | Buy |
+2,656
| New | +$149K | 0.02% | 122 |
|