EverSource Wealth Advisors’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Buy |
523
+139
| +36% | +$8.53K | ﹤0.01% | 1924 |
|
|
2025
Q1 | $22.3K | Buy |
384
+72
| +23% | +$4.18K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $16.7K | Buy |
312
+90
| +41% | +$4.81K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $9.67K | Buy |
222
+56
| +34% | +$2.44K | ﹤0.01% | 1887 |
|
|
2024
Q2 | $4.65K | Buy |
166
+92
| +124% | +$2.58K | ﹤0.01% | 2247 |
|
|
2024
Q1 | $1.8K | Buy |
74
+24
| +48% | +$583 | ﹤0.01% | 2421 |
|
|
2023
Q4 | $1.4K | Hold |
50
| – | – | ﹤0.01% | 2288 |
|
|
2023
Q3 | $1.06K | Sell |
50
-123
| -71% | -$2.61K | ﹤0.01% | 2179 |
|
|
2023
Q2 | $5.89K | Hold |
173
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q1 | $5.6K | Buy |
+173
| New | +$5.6K | ﹤0.01% | 1602 |
|