Integrated Wealth Concepts’s DocGo DCGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43,318
| Closed | -$114K | – | 1920 |
|
|
2025
Q1 | $114K | Sell |
43,318
-13,520
| -24% | -$35.7K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $241K | Buy |
56,838
+22,720
| +67% | +$96.3K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $113K | Sell |
34,118
-4,507
| -12% | -$15K | ﹤0.01% | 1603 |
|
|
2024
Q2 | $119K | Sell |
38,625
-61
| -0.2% | -$188 | ﹤0.01% | 1565 |
|
|
2024
Q1 | $156K | Buy |
38,686
+61
| +0.2% | +$246 | ﹤0.01% | 1552 |
|
|
2023
Q4 | $216K | Buy |
38,625
+5,743
| +17% | +$32.2K | ﹤0.01% | 1430 |
|
|
2023
Q3 | $175K | Buy |
32,882
+14,199
| +76% | +$75.7K | ﹤0.01% | 1436 |
|
|
2023
Q2 | $175K | Buy |
+18,683
| New | +$175K | ﹤0.01% | 1445 |
|