1IA
1834 Investment Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,792
| Closed | -$2.17M | – | 212 |
|
|
2024
Q3 | $2.17M | Hold |
49,792
| – | – | 0.25% | 83 |
|
|
2024
Q2 | $1.39M | Hold |
49,792
| – | – | 0.17% | 98 |
|
|
2024
Q1 | $1.34M | Hold |
49,792
| – | – | 0.16% | 99 |
|
|
2023
Q4 | $1.4M | Hold |
49,792
| – | – | 0.17% | 100 |
|
|
2023
Q3 | $1.06M | Hold |
49,792
| – | – | 0.13% | 119 |
|
|
2023
Q2 | $1.69M | Hold |
49,792
| – | – | 0.2% | 92 |
|
|
2023
Q1 | $1.61M | Hold |
49,792
| – | – | 0.19% | 100 |
|
|
2022
Q4 | $1.67M | Sell |
49,792
-400
| -0.8% | -$13.4K | 0.24% | 78 |
|
|
2022
Q3 | $1.52M | Hold |
50,192
| – | – | 0.23% | 79 |
|
|
2022
Q2 | $1.75M | Hold |
50,192
| – | – | 0.25% | 73 |
|
|
2022
Q1 | $2.62M | Buy |
50,192
+49,692
| +9,938% | +$2.59M | 0.32% | 68 |
|
|
2021
Q4 | $25K | Buy |
500
+100
| +25% | +$5K | ﹤0.01% | 312 |
|
|
2021
Q3 | $32K | Buy |
+400
| New | +$32K | ﹤0.01% | 297 |
|