Mark Sheptoff Financial Planning’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.13K | Hold |
|
|||||
2025
Q1 | $5.8K | Hold |
|
|||||
2024
Q4 | $5.34K | Hold |
|
|||||
2024
Q3 | $4.36K | Hold |
|
|||||
2024
Q2 | $2.8K | Hold |
|
|||||
2024
Q1 | $2.69K | Hold |
|
|||||
2023
Q4 | $2.8K | Hold |
|
|||||
2023
Q3 | $2.12K | Hold |
|
|||||
2023
Q2 | $3.4K | Hold |
|
|||||
2023
Q1 | $3.24K | Hold |
|
|||||
2022
Q4 | $3.36K | Hold |
|
|||||
2022
Q3 | $3K | Hold |
|
|||||
2022
Q2 | $3K | Hold |
|
|||||
2022
Q1 | $5K | Hold |
|
|||||
2021
Q4 | $5K | Hold |
|
|||||
2021
Q3 | $8K | Buy |
|