Capital Advisors Ltd’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1171 |
|
|
2025
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1152 |
|
|
2024
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q3 | $1K | Sell |
13
-4
| -24% | -$308 | ﹤0.01% | 1175 |
|
|
2024
Q2 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1443 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | – | – | 1326 |
|
|
2023
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1345 |
|
|
2023
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q4 | $0 | Sell |
14
-13
| -48% | – | ﹤0.01% | 1312 |
|
|
2022
Q3 | $1K | Buy |
27
+6
| +29% | +$222 | ﹤0.01% | 997 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 761 |
|