FWM
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Focused Wealth Management’s Doximity DOCS Stock Holding History

Focused Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– – – 1009
2023
Q2 		– Hold
0
– – – 1022
2022
Q2 		– Sell
-100
Closed -$5K – 907
2022
Q1 		$5K Buy
+100
New +$5K ﹤0.01% 616