WEPOG
Wealth Enhancement & Preservation of GA’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $715K | Buy |
4,841
+455
| +10% | +$67.2K | 0.69% | 29 |
|
|
2023
Q1 | $666K | Sell |
4,386
-4
| -0.1% | -$608 | 0.8% | 31 |
|
|
2022
Q4 | $594K | Buy |
4,390
+1,018
| +30% | +$138K | 0.97% | 33 |
|
|
2022
Q3 | $393K | Sell |
3,372
-5,106
| -60% | -$595K | 0.63% | 41 |
|
|
2022
Q2 | $1.01M | Buy |
8,478
+350
| +4% | +$41.6K | 1.07% | 35 |
|
|
2022
Q1 | $1.28M | Buy |
8,128
+278
| +4% | +$43.6K | 0.98% | 35 |
|
|
2021
Q4 | $1.43M | Buy |
7,850
+156
| +2% | +$28.3K | 0.96% | 23 |
|
|
2021
Q3 | $1.2M | Sell |
7,694
-427
| -5% | -$66.4K | 0.92% | 27 |
|
|
2021
Q2 | $1.22M | Buy |
8,121
+249
| +3% | +$37.5K | 0.9% | 26 |
|
|
2021
Q1 | $1.09M | Sell |
7,872
-11
| -0.1% | -$1.53K | 0.84% | 25 |
|
|
2020
Q4 | $995K | Buy |
7,883
+517
| +7% | +$65.3K | 0.86% | 24 |
|
|
2020
Q3 | $807K | Buy |
7,366
+1,887
| +34% | +$207K | 0.83% | 26 |
|
|
2020
Q2 | $508K | Sell |
5,479
-2,658
| -33% | -$246K | 0.63% | 30 |
|
|
2020
Q1 | $668K | Sell |
8,137
-8,092
| -50% | -$664K | 0.63% | 26 |
|
|
2019
Q4 | $1.86M | Buy |
+16,229
| New | +$1.86M | 0.95% | 16 |
|