Wealthspire Advisors (Maryland)’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $215K | Sell |
1,986
-101
| -5% | -$10.9K | 0.01% | 431 |
|
|
2020
Q2 | $202K | Sell |
2,087
-1,059
| -34% | -$103K | 0.01% | 422 |
|
|
2020
Q1 | $264K | Sell |
3,146
-997
| -24% | -$83.7K | 0.02% | 329 |
|
|
2019
Q4 | $478K | Buy |
4,143
+1,150
| +38% | +$133K | 0.03% | 285 |
|
|
2019
Q3 | $298K | Sell |
2,993
-19
| -0.6% | -$1.89K | 0.02% | 348 |
|
|
2019
Q2 | $302K | Buy |
3,012
+48
| +2% | +$4.81K | 0.02% | 347 |
|
|
2019
Q1 | $278K | Sell |
2,964
-191
| -6% | -$17.9K | 0.02% | 377 |
|
|
2018
Q4 | $224K | Sell |
3,155
-122
| -4% | -$8.66K | 0.02% | 380 |
|
|
2018
Q3 | $290K | Buy |
3,277
+94
| +3% | +$8.32K | 0.02% | 367 |
|
|
2018
Q2 | $233K | Sell |
3,183
-1,357
| -30% | -$99.3K | 0.02% | 418 |
|
|
2018
Q1 | $360K | Buy |
4,540
+617
| +16% | +$48.9K | 0.03% | 316 |
|
|
2017
Q4 | $320K | Buy |
3,923
+289
| +8% | +$23.6K | 0.03% | 352 |
|
|
2017
Q3 | $268K | Buy |
3,634
+36
| +1% | +$2.66K | 0.03% | 390 |
|
|
2017
Q2 | $233K | Buy |
3,598
+2,070
| +135% | +$134K | 0.03% | 402 |
|
|
2017
Q1 | $99K | Sell |
1,528
-13
| -0.8% | -$842 | 0.01% | 605 |
|
|
2016
Q4 | $93K | Sell |
1,541
-181
| -11% | -$10.9K | 0.01% | 601 |
|
|
2016
Q3 | $102K | Buy |
1,722
+1,306
| +314% | +$77.4K | 0.02% | 558 |
|
|
2016
Q2 | $23K | Buy |
416
+20
| +5% | +$1.11K | ﹤0.01% | 954 |
|
|
2016
Q1 | $21K | Sell |
396
-45
| -10% | -$2.39K | ﹤0.01% | 956 |
|
|
2015
Q4 | $22K | Buy |
+441
| New | +$22K | ﹤0.01% | 932 |
|