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Lifestyle Asset Management’s Doximity DOCS Stock Holding History

Lifestyle Asset Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$387K Buy
6,312
+293
+5% +$18K 0.18% 80
2025
Q1 		$349K Sell
6,019
-646
-10% -$37.5K 0.19% 68
2024
Q4 		$356K Buy
+6,665
New +$356K 0.19% 70