WealthPLAN Partners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
11,972
-4,574
| -28% | -$838K | 0.35% | 90 |
|
|
2025
Q1 | $2.91M | Buy |
16,546
+259
| +2% | +$45.5K | 0.41% | 73 |
|
|
2024
Q4 | $3.06M | Buy |
16,287
+251
| +2% | +$47.1K | 0.43% | 70 |
|
|
2024
Q3 | $3.07M | Buy |
16,036
+1,378
| +9% | +$264K | 0.41% | 74 |
|
|
2024
Q2 | $2.65M | Buy |
+14,658
| New | +$2.65M | 0.28% | 92 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$9.89K | – | 508 |
|
|
2023
Q2 | $9.89K | Hold |
67
| – | – | ﹤0.01% | 794 |
|
|
2023
Q1 | $10.2K | Buy |
+67
| New | +$10.2K | ﹤0.01% | 856 |
|
|
2020
Q3 | – | Sell |
-1,846
| Closed | -$207K | – | 316 |
|
|
2020
Q2 | $207K | Buy |
+1,846
| New | +$207K | 0.02% | 283 |
|
|
2020
Q1 | – | Sell |
-1,878
| Closed | -$225K | – | 259 |
|
|
2019
Q4 | $225K | Sell |
1,878
-2,979
| -61% | -$357K | 0.03% | 227 |
|
|
2019
Q3 | $530K | Sell |
4,857
-1,650
| -25% | -$180K | 0.07% | 144 |
|
|
2019
Q2 | $594K | Sell |
6,507
-38,437
| -86% | -$3.51M | 0.09% | 135 |
|
|
2019
Q1 | $4.33M | Buy |
44,944
+2,500
| +6% | +$241K | 0.68% | 45 |
|
|
2018
Q4 | $3.87M | Buy |
42,444
+7,190
| +20% | +$656K | 0.62% | 47 |
|
|
2018
Q3 | $2.99M | Buy |
35,254
+1,802
| +5% | +$153K | 0.55% | 53 |
|
|
2018
Q2 | $2.45M | Buy |
33,452
+6,389
| +24% | +$468K | 0.5% | 60 |
|
|
2018
Q1 | $2.15M | Buy |
27,063
+6,704
| +33% | +$532K | 0.47% | 61 |
|
|
2017
Q4 | $1.66M | Buy |
20,359
+1,943
| +11% | +$159K | 0.44% | 61 |
|
|
2017
Q3 | $1.36M | Buy |
18,416
+1,238
| +7% | +$91.4K | 0.38% | 61 |
|
|
2017
Q2 | $1.11M | Buy |
17,178
+16,968
| +8,080% | +$1.1M | 0.32% | 64 |
|
|
2017
Q1 | $13.6K | Buy |
+210
| New | +$13.6K | 0.05% | 227 |
|
|
2016
Q3 | $173K | Sell |
2,946
-5,284
| -64% | -$310K | 0.06% | 160 |
|
|
2016
Q2 | $150K | Buy |
+8,230
| New | +$150K | 0.02% | 476 |
|
|
2015
Q4 | $75.9K | Buy |
+4,591
| New | +$75.9K | 0.01% | 501 |
|
|
2015
Q2 | – | Sell |
-328
| Closed | -$18K | – | 445 |
|
|
2015
Q1 | $18K | Buy |
+328
| New | +$18K | 0.01% | 324 |
|