J.P. Morgan Private Wealth Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $278K | Sell |
13,079
-2,024
| -13% | -$42.9K | ﹤0.01% | 1513 |
|
|
2023
Q2 | $514K | Sell |
15,103
-7,520
| -33% | -$256K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $733K | Buy |
22,623
+5,674
| +33% | +$184K | ﹤0.01% | 1316 |
|
|
2022
Q4 | $569K | Buy |
16,949
+3,637
| +27% | +$122K | ﹤0.01% | 1415 |
|
|
2022
Q3 | $402K | Buy |
13,312
+6,027
| +83% | +$182K | ﹤0.01% | 1543 |
|
|
2022
Q2 | $254K | Buy |
+7,285
| New | +$254K | ﹤0.01% | 1732 |
|