Beacon Pointe Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,014
| Closed | -$292K | – | 1095 |
|
|
2023
Q1 | $292K | Sell |
9,014
-1,879
| -17% | -$60.8K | 0.01% | 947 |
|
|
2022
Q4 | $366K | Sell |
10,893
-11,541
| -51% | -$387K | 0.01% | 798 |
|
|
2022
Q3 | $676K | Sell |
22,434
-1,295
| -5% | -$39K | 0.02% | 555 |
|
|
2022
Q2 | $825K | Buy |
23,729
+560
| +2% | +$19.5K | 0.02% | 519 |
|
|
2022
Q1 | $1.21M | Buy |
23,169
+8,913
| +63% | +$464K | 0.02% | 567 |
|
|
2021
Q4 | $715K | Sell |
14,256
-2,323
| -14% | -$117K | 0.02% | 455 |
|
|
2021
Q3 | $1.34M | Buy |
+16,579
| New | +$1.34M | 0.03% | 358 |
|