Pasadena Private Wealth’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 |
-224,240
| Closed | -$744K | – | 150 |
|
|
2024
Q3 | $744K | Sell |
224,240
-73,222
| -25% | -$243K | 0.16% | 65 |
|
|
2024
Q2 | $919K | Sell |
297,462
-98,025
| -25% | -$303K | 0.21% | 50 |
|
|
2024
Q1 | $1.6M | Buy |
395,487
+310,180
| +364% | +$1.25M | 0.37% | 35 |
|
|
2023
Q4 | $477K | Buy |
+85,307
| New | +$477K | 0.12% | 80 |
|