CPFP
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Clear Perspectives Financial Planning’s Doximity DOCS Stock Holding History

Clear Perspectives Financial Planning’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12
Closed -$403 – 207
2022
Q4 		$403 Buy
+12
New +$403 ﹤0.01% 207