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Clearstead Trust’s Doximity DOCS Stock Holding History

Clearstead Trust’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.09K Buy
34
+5
+17% +$307 ﹤0.01% 938
2025
Q1 		$1.68K Buy
+29
New +$1.68K ﹤0.01% 786