Waverly Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
2,928
+1,185
| +68% | +$217K | 0.01% | 778 |
|
|
2025
Q1 | $306K | Buy |
1,743
+598
| +52% | +$105K | ﹤0.01% | 918 |
|
|
2024
Q4 | $215K | Buy |
+1,145
| New | +$215K | ﹤0.01% | 903 |
|
|
2015
Q4 | – | Sell |
-880
| Closed | -$41K | – | 192 |
|
|
2015
Q3 | $41K | Buy |
880
+221
| +34% | +$10.3K | 0.03% | 160 |
|
|
2015
Q2 | $37K | Buy |
659
+151
| +30% | +$8.48K | 0.02% | 166 |
|
|
2015
Q1 | $28K | Buy |
508
+75
| +17% | +$4.13K | 0.01% | 169 |
|
|
2014
Q4 | $25K | Buy |
433
+221
| +104% | +$12.8K | 0.01% | 190 |
|
|
2014
Q3 | $14K | Sell |
212
-249
| -54% | -$16.4K | 0.01% | 405 |
|
|
2014
Q2 | $34K | Sell |
461
-210
| -31% | -$15.5K | 0.01% | 270 |
|
|
2014
Q1 | $44K | Sell |
671
-42
| -6% | -$2.75K | 0.02% | 231 |
|
|
2013
Q4 | $46K | Sell |
713
-222
| -24% | -$14.3K | 0.02% | 343 |
|
|
2013
Q3 | $56K | Buy |
+935
| New | +$56K | 0.03% | 229 |
|