Belpointe Asset Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,685
| Closed | -$184K | – | 1278 |
|
|
2023
Q1 | $184K | Sell |
5,685
-134
| -2% | -$4.34K | 0.01% | 979 |
|
|
2022
Q4 | $195K | Sell |
5,819
-2,250
| -28% | -$75.5K | 0.01% | 908 |
|
|
2022
Q3 | $244K | Sell |
8,069
-183
| -2% | -$5.53K | 0.02% | 758 |
|
|
2022
Q2 | $287K | Buy |
8,252
+188
| +2% | +$6.54K | 0.02% | 696 |
|
|
2022
Q1 | $420K | Sell |
8,064
-2,326
| -22% | -$121K | 0.03% | 599 |
|
|
2021
Q4 | $521K | Buy |
+10,390
| New | +$521K | 0.03% | 503 |
|