Clearstead Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Buy |
665
+320
| +93% | +$19.6K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $20K | Sell |
345
-38
| -10% | -$2.21K | ﹤0.01% | 1420 |
|
|
2024
Q4 | $20.4K | Buy |
383
+220
| +135% | +$11.7K | ﹤0.01% | 1380 |
|
|
2024
Q3 | $7.1K | Buy |
163
+100
| +159% | +$4.36K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $1.76K | Sell |
63
-204
| -76% | -$5.71K | ﹤0.01% | 1830 |
|
|
2024
Q1 | $6.14K | Hold |
267
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q4 | $7.49K | Buy |
+267
| New | +$7.49K | ﹤0.01% | 1103 |
|
|
2022
Q1 | – | Sell |
-86
| Closed | -$4K | – | 1391 |
|
|
2021
Q4 | $4K | Buy |
86
+2
| +2% | +$93 | ﹤0.01% | 1013 |
|
|
2021
Q3 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 980 |
|