WFG Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $72K | Hold |
1,107
| – | – | 0.02% | 614 |
|
|
2017
Q1 | $72K | Hold |
1,107
| – | – | 0.02% | 571 |
|
|
2016
Q4 | $67K | Sell |
1,107
-25
| -2% | -$1.51K | 0.02% | 648 |
|
|
2016
Q3 | $67K | Buy |
1,132
+2
| +0.2% | +$118 | 0.02% | 633 |
|
|
2016
Q2 | $63K | Hold |
1,130
| – | – | 0.02% | 630 |
|
|
2016
Q1 | $59K | Buy |
1,130
+1,106
| +4,608% | +$57.7K | 0.02% | 616 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1437 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1483 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1554 |
|
|
2015
Q1 | $1K | Sell |
24
-346
| -94% | -$14.4K | ﹤0.01% | 1611 |
|
|
2014
Q4 | $21K | Buy |
370
+1
| +0.3% | +$57 | ﹤0.01% | 1194 |
|
|
2014
Q3 | $24K | Sell |
369
-153
| -29% | -$9.95K | ﹤0.01% | 1198 |
|
|
2014
Q2 | $38K | Hold |
522
| – | – | 0.01% | 1019 |
|
|
2014
Q1 | $34K | Sell |
522
-13,859
| -96% | -$903K | 0.01% | 1046 |
|
|
2013
Q4 | $931K | Sell |
14,381
-941
| -6% | -$60.9K | 0.13% | 178 |
|
|
2013
Q3 | $923K | Sell |
15,322
-2,068
| -12% | -$125K | 0.14% | 169 |
|
|
2013
Q2 | $905K | Buy |
+17,390
| New | +$905K | 0.15% | 165 |
|