Merlin Capital’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 53 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 54 |
|
|
2023
Q3 | – | Sell |
-8,988
| Closed | -$306K | – | 54 |
|
|
2023
Q2 | $306K | Hold |
8,988
| – | – | 1.03% | 48 |
|
|
2023
Q1 | $291K | Buy |
8,988
+214
| +2% | +$6.93K | 1.06% | 49 |
|
|
2022
Q4 | $294K | Hold |
8,774
| – | – | 0.72% | 61 |
|
|
2022
Q3 | $265K | Buy |
8,774
+163
| +2% | +$4.92K | 0.61% | 62 |
|
|
2022
Q2 | $300K | Buy |
+8,611
| New | +$300K | 0.6% | 67 |
|