NewSquare Capital’s Doximity DOCS Stock Holding History

NewSquare Capital’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11	Closed	-$675	–	456
2025 Q2	$675	Sell	11 -24	-69%	-$1.34K	﹤0.01%	1104
2025 Q1	$2.03K	Buy	+35	New	+$2.21K	﹤0.01%	843
2023 Q3	–	Sell	-6	Closed	-$204	–	665
2023 Q2	$204	Hold	6	–	–	﹤0.01%	758
2023 Q1	$194	Hold	6	–	–	﹤0.01%	793
2022 Q4	$201	Buy	+6	New	+$183	﹤0.01%	734

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