Avior Wealth Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-267
| Closed | -$14.3K | – | 1161 |
|
2024
Q4 | $14.3K | Buy |
267
+176
| +193% | +$9.4K | ﹤0.01% | 1510 |
|
2024
Q3 | $3.96K | Hold |
91
| – | – | ﹤0.01% | 1852 |
|
2024
Q2 | $2.55K | Sell |
91
-463
| -84% | -$12.9K | ﹤0.01% | 1895 |
|
2024
Q1 | $14.9K | Buy |
+554
| New | +$14.9K | ﹤0.01% | 1717 |
|
2021
Q4 | – | Sell |
-193
| Closed | -$15K | – | 1121 |
|
2021
Q3 | $15K | Buy |
+193
| New | +$15K | ﹤0.01% | 714 |
|