EWM
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Executive Wealth Management’s Doximity DOCS Stock Holding History

Executive Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.24M Sell
41,867
-14,998
-26% -$801K 0.18% 114
2024
Q3 		$2.48M Sell
56,865
-3,771
-6% -$164K 0.19% 109
2024
Q2 		$1.7M Buy
60,636
+13,301
+28% +$372K 0.31% 53
2024
Q1 		$1.25M Buy
+47,335
New +$1.25M 0.11% 119