Institutional & Family Asset Management’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.6K | Sell |
630
-12
| -2% | -$336 | ﹤0.01% | 353 |
|
|
2024
Q1 | $17.3K | Sell |
642
-36
| -5% | -$969 | ﹤0.01% | 344 |
|
|
2023
Q4 | $19K | Buy |
678
+83
| +14% | +$2.33K | ﹤0.01% | 320 |
|
|
2023
Q3 | $12.6K | Hold |
595
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $20.2K | Buy |
595
+8
| +1% | +$272 | ﹤0.01% | 309 |
|
|
2023
Q1 | $19K | Buy |
587
+134
| +30% | +$4.34K | ﹤0.01% | 315 |
|
|
2022
Q4 | $15.2K | Buy |
453
+54
| +14% | +$1.81K | ﹤0.01% | 330 |
|
|
2022
Q3 | $12K | Hold |
399
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $14K | Buy |
399
+156
| +64% | +$5.47K | ﹤0.01% | 347 |
|
|
2022
Q1 | $13K | Buy |
+243
| New | +$13K | ﹤0.01% | 405 |
|