WR Wealth Planners’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.1K | Buy |
107
+2
| +2% | +$375 | 0.01% | 457 |
|
|
2024
Q3 | $20.1K | Sell |
105
-4
| -4% | -$767 | 0.01% | 482 |
|
|
2024
Q2 | $19.7K | Buy |
109
+3
| +3% | +$541 | 0.01% | 448 |
|
|
2024
Q1 | $18.8K | Buy |
+106
| New | +$18.8K | 0.01% | 463 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$14K | – | 355 |
|
|
2023
Q3 | $14K | Hold |
100
| – | – | 0.01% | 486 |
|
|
2023
Q2 | $14.8K | Hold |
100
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $15.2K | Hold |
100
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $13.5K | Hold |
100
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $11.7K | Hold |
100
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $12.1K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $15.7K | Buy |
+100
| New | +$15.7K | 0.01% | 256 |
|