Equitable Trust’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,690
| Closed | -$315K | – | 435 |
|
|
2024
Q1 | $315K | Buy |
11,690
+2,381
| +26% | +$64.1K | 0.02% | 372 |
|
|
2023
Q4 | $261K | Sell |
9,309
-2,641
| -22% | -$74.1K | 0.02% | 372 |
|
|
2023
Q3 | $254K | Hold |
11,950
| – | – | 0.02% | 367 |
|
|
2023
Q2 | $407K | Sell |
11,950
-1,822
| -13% | -$62K | 0.03% | 290 |
|
|
2023
Q1 | $446K | Sell |
13,772
-1,698
| -11% | -$55K | 0.04% | 271 |
|
|
2022
Q4 | $519K | Sell |
15,470
-3,268
| -17% | -$110K | 0.04% | 251 |
|
|
2022
Q3 | $566K | Buy |
18,738
+10,008
| +115% | +$302K | 0.05% | 235 |
|
|
2022
Q2 | $304K | Buy |
+8,730
| New | +$304K | 0.02% | 321 |
|