BCWM
Bartlett & Co Wealth Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Sell |
366
-47
| -11% | -$2.88K | ﹤0.01% | 794 |
|
|
2025
Q1 | $24K | Buy |
+413
| New | +$24K | ﹤0.01% | 790 |
|
|
2023
Q2 | – | Sell |
-138
| Closed | -$4.47K | – | 1162 |
|
|
2023
Q1 | $4.47K | Hold |
138
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $4.63K | Hold |
138
| – | – | ﹤0.01% | 932 |
|
|
2022
Q3 | $4.17K | Hold |
138
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $4.81K | Hold |
138
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q1 | $7.19K | Buy |
+138
| New | +$7.19K | ﹤0.01% | 874 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$20.2K | – | 517 |
|
|
2021
Q3 | $20.2K | Buy |
+250
| New | +$20.2K | ﹤0.01% | 631 |
|