Moss Adams Wealth Advisors’s DocGo DCGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,000
| Closed | -$66.4K | – | 210 |
|
|
2024
Q3 | $66.4K | Hold |
20,000
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $61.8K | Hold |
20,000
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $80.8K | Hold |
20,000
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $112K | Hold |
20,000
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $107K | Sell |
20,000
-67,099
| -77% | -$358K | 0.04% | 103 |
|
|
2023
Q2 | $816K | Buy |
+87,099
| New | +$816K | 0.27% | 32 |
|