CTA
Colonial Trust Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-126
| Closed | -$5.49K | – | 710 |
|
|
2024
Q3 | $5.49K | Hold |
126
| – | – | ﹤0.01% | 613 |
|
|
2024
Q2 | $3.52K | Hold |
126
| – | – | ﹤0.01% | 639 |
|
|
2024
Q1 | $3.39K | Buy |
126
+46
| +58% | +$1.24K | ﹤0.01% | 742 |
|
|
2023
Q4 | $2.24K | Hold |
80
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $1.7K | Hold |
80
| – | – | ﹤0.01% | 738 |
|
|
2023
Q2 | $2.72K | Hold |
80
| – | – | ﹤0.01% | 708 |
|
|
2023
Q1 | $2.59K | Hold |
80
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $2.69K | Buy |
+80
| New | +$2.69K | ﹤0.01% | 691 |
|