CWM
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Cabot Wealth Management’s Doximity DOCS Stock Holding History

Cabot Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-31,281
Closed -$1.06M – 143
2023
Q2 		$1.06M Sell
31,281
-804
-3% -$27.3K 0.16% 91
2023
Q1 		$1.04M Buy
+32,085
New +$1.04M 0.16% 90