CWC
Carolinas Wealth Consulting’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-137
| Closed | -$2.8K | – | 1008 |
|
|
2023
Q3 | $2.8K | Hold |
137
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $4.66K | Hold |
137
| – | – | ﹤0.01% | 683 |
|
|
2023
Q1 | $4.44K | Buy |
+137
| New | +$4.44K | ﹤0.01% | 709 |
|
|
2022
Q4 | – | Sell |
-148
| Closed | -$4K | – | 1078 |
|
|
2022
Q3 | $4K | Buy |
148
+31
| +26% | +$838 | ﹤0.01% | 672 |
|
|
2022
Q2 | $4K | Buy |
117
+36
| +44% | +$1.23K | ﹤0.01% | 674 |
|
|
2022
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 717 |
|