CWM
DOCS icon

Castle Wealth Management’s Doximity DOCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,268
Closed -$38K 242
2022
Q3
$38K Buy
1,268
+384
+43% +$11.5K 0.02% 245
2022
Q2
$31K Buy
+884
New +$31K 0.02% 271