Wealthfront’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $205K | Buy |
+2,312
| New | +$205K | ﹤0.01% | 503 |
|
|
2018
Q2 | – | Sell |
-7,021
| Closed | -$557K | – | 507 |
|
|
2018
Q1 | $557K | Sell |
7,021
-350
| -5% | -$27.8K | 0.01% | 366 |
|
|
2017
Q4 | $601K | Buy |
7,371
+79
| +1% | +$6.44K | 0.01% | 322 |
|
|
2017
Q3 | $538K | Buy |
7,292
+3,930
| +117% | +$290K | 0.01% | 309 |
|
|
2017
Q2 | $218K | Buy |
3,362
+45
| +1% | +$2.92K | ﹤0.01% | 437 |
|
|
2017
Q1 | $215K | Buy |
+3,317
| New | +$215K | ﹤0.01% | 407 |
|
|
2015
Q4 | – | Sell |
-1,908
| Closed | -$88K | – | 477 |
|
|
2015
Q3 | $88K | Buy |
1,908
+375
| +24% | +$17.3K | ﹤0.01% | 430 |
|
|
2015
Q2 | $87K | Buy |
1,533
+86
| +6% | +$4.88K | ﹤0.01% | 430 |
|
|
2015
Q1 | $81K | Buy |
1,447
+1,173
| +428% | +$65.7K | ﹤0.01% | 422 |
|
|
2014
Q4 | $16K | Sell |
274
-661
| -71% | -$38.6K | ﹤0.01% | 554 |
|
|
2014
Q3 | $61K | Sell |
935
-130
| -12% | -$8.48K | ﹤0.01% | 370 |
|
|
2014
Q2 | $78K | Buy |
1,065
+465
| +78% | +$34.1K | 0.01% | 274 |
|
|
2014
Q1 | $40K | Buy |
+600
| New | +$40K | 0.01% | 314 |
|