Nisa Investment Advisors’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $312K | Buy |
5,087
+1,017
| +25% | +$62.4K | ﹤0.01% | 1103 |
|
2025
Q1 | $236K | Sell |
4,070
-5,000
| -55% | -$290K | ﹤0.01% | 1188 |
|
2024
Q4 | $484K | Sell |
9,070
-2,000
| -18% | -$107K | ﹤0.01% | 1072 |
|
2024
Q3 | $482K | Hold |
11,070
| – | – | ﹤0.01% | 1054 |
|
2024
Q2 | $310K | Buy |
11,070
+11,000
| +15,714% | +$308K | ﹤0.01% | 1213 |
|
2024
Q1 | $1.88K | Hold |
70
| – | – | ﹤0.01% | 2245 |
|
2023
Q4 | $1.96K | Sell |
70
-20
| -22% | -$561 | ﹤0.01% | 2186 |
|
2023
Q3 | $1.91K | Sell |
90
-90
| -50% | -$1.91K | ﹤0.01% | 2344 |
|
2023
Q2 | $6.12K | Hold |
180
| – | – | ﹤0.01% | 2311 |
|
2023
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 2214 |
|
2022
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 2277 |
|
2022
Q3 | $4K | Buy |
+180
| New | +$4K | ﹤0.01% | 2316 |
|