EWM
Edge Wealth Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
4,647
| – | – | 0.05% | 65 |
|
|
2025
Q1 | $270K | Hold |
4,647
| – | – | 0.05% | 62 |
|
|
2024
Q4 | $248K | Hold |
4,647
| – | – | 0.05% | 64 |
|
|
2024
Q3 | $202K | Buy |
+4,647
| New | +$202K | 0.04% | 74 |
|
|
2022
Q2 | – | Sell |
-4,647
| Closed | -$242K | – | 92 |
|
|
2022
Q1 | $242K | Hold |
4,647
| – | – | 0.05% | 73 |
|
|
2021
Q4 | $233K | Buy |
+4,647
| New | +$233K | 0.04% | 86 |
|