Envestnet Asset Management’s DocGo DCGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,610
| Closed | -$33.3K | – | 4459 |
|
|
2025
Q1 | $33.3K | Buy |
+12,610
| New | +$33.3K | ﹤0.01% | 4316 |
|
|
2024
Q1 | – | Sell |
-96,608
| Closed | -$540K | – | 4204 |
|
|
2023
Q4 | $540K | Sell |
96,608
-7,285
| -7% | -$40.7K | ﹤0.01% | 3288 |
|
|
2023
Q3 | $554K | Sell |
103,893
-8,762
| -8% | -$46.7K | ﹤0.01% | 3196 |
|
|
2023
Q2 | $1.06M | Buy |
112,655
+27,864
| +33% | +$261K | ﹤0.01% | 2714 |
|
|
2023
Q1 | $733K | Buy |
+84,791
| New | +$733K | ﹤0.01% | 2892 |
|