AR
Advisory Research’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,385
| Closed | -$319K | – | 442 |
|
|
2023
Q2 | $319K | Buy |
9,385
+2,648
| +39% | +$90.1K | 0.04% | 366 |
|
|
2023
Q1 | $218K | Buy |
6,737
+406
| +6% | +$13.1K | 0.04% | 320 |
|
|
2022
Q4 | $212K | Buy |
+6,331
| New | +$212K | 0.02% | 329 |
|
|
2022
Q3 | – | Sell |
-7,154
| Closed | -$249K | – | 367 |
|
|
2022
Q2 | $249K | Sell |
7,154
-12,343
| -63% | -$430K | 0.02% | 291 |
|
|
2022
Q1 | $1.02M | Buy |
19,497
+4,422
| +29% | +$230K | 0.08% | 181 |
|
|
2021
Q4 | $756K | Buy |
15,075
+1,540
| +11% | +$77.2K | 0.06% | 224 |
|
|
2021
Q3 | $1.09M | Buy |
+13,535
| New | +$1.09M | 0.07% | 188 |
|