Bogart Wealth LLC’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62K | Hold |
59
| – | – | ﹤0.01% | 1006 |
|
|
2025
Q1 | $3.42K | Buy |
+59
| New | +$3.42K | ﹤0.01% | 964 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$306 | – | 1082 |
|
|
2023
Q2 | $306 | Hold |
9
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $291 | Buy |
+9
| New | +$291 | ﹤0.01% | 1062 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$1K | – | 1036 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 825 |
|