CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Doximity DOCS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-237
Closed -$8K – 2574
2022
Q2 		$8K Sell
237
-1,474
-86% -$49.8K ﹤0.01% 3863
2022
Q1 		$89K Buy
1,711
+1,611
+1,611% +$83.8K ﹤0.01% 2360
2021
Q4 		$5K Buy
+100
New +$5K ﹤0.01% 4057