Wealthspire Advisors (New York)’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
8,768
+68
| +0.8% | +$12.5K | 0.01% | 311 |
|
|
2025
Q1 | $1.53M | Buy |
8,700
+121
| +1% | +$21.3K | 0.01% | 312 |
|
|
2024
Q4 | $1.61M | Sell |
8,579
-86
| -1% | -$16.1K | 0.02% | 281 |
|
|
2024
Q3 | $1.66M | Sell |
8,665
-1,017
| -11% | -$195K | 0.02% | 281 |
|
|
2024
Q2 | $1.75M | Sell |
9,682
-161
| -2% | -$29.1K | 0.02% | 226 |
|
|
2024
Q1 | $1.74M | Sell |
9,843
-196
| -2% | -$34.7K | 0.02% | 224 |
|
|
2023
Q4 | $1.54M | Sell |
10,039
-80
| -0.8% | -$12.3K | 0.02% | 239 |
|
|
2023
Q3 | $1.41M | Buy |
10,119
+349
| +4% | +$48.7K | 0.02% | 217 |
|
|
2023
Q2 | $1.44M | Buy |
9,770
+43
| +0.4% | +$6.35K | 0.02% | 193 |
|
|
2023
Q1 | $1.48M | Sell |
9,727
-444
| -4% | -$67.5K | 0.03% | 188 |
|
|
2022
Q4 | $1.38M | Buy |
10,171
+89
| +0.9% | +$12.1K | 0.03% | 203 |
|
|
2022
Q3 | $1.18M | Buy |
10,082
+167
| +2% | +$19.5K | 0.02% | 199 |
|
|
2022
Q2 | $1.2M | Buy |
9,915
+54
| +0.5% | +$6.55K | 0.03% | 193 |
|
|
2022
Q1 | $1.55M | Sell |
9,861
-416
| -4% | -$65.3K | 0.03% | 146 |
|
|
2021
Q4 | $1.87M | Buy |
10,277
+2,946
| +40% | +$535K | 0.04% | 154 |
|
|
2021
Q3 | $1.14M | Buy |
+7,331
| New | +$1.14M | 0.02% | 228 |
|
|
2021
Q2 | – | Sell |
-9,350
| Closed | -$1.28M | – | 454 |
|
|
2021
Q1 | $1.28M | Buy |
9,350
+7,025
| +302% | +$963K | 0.03% | 226 |
|
|
2020
Q4 | $294K | Buy |
+2,325
| New | +$294K | 0.01% | 442 |
|
|
2020
Q2 | – | Sell |
-3,821
| Closed | -$321K | – | 337 |
|
|
2020
Q1 | $321K | Buy |
+3,821
| New | +$321K | 0.01% | 366 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$7K | – | 243 |
|
|
2018
Q4 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 582 |
|