PPWM
PFG Private Wealth Management’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$374 | – | 272 |
|
|
2024
Q4 | $374 | Sell |
7
-5
| -42% | -$267 | ﹤0.01% | 219 |
|
|
2024
Q3 | $523 | Hold |
12
| – | – | ﹤0.01% | 213 |
|
|
2024
Q2 | $336 | Hold |
12
| – | – | ﹤0.01% | 223 |
|
|
2024
Q1 | $323 | Hold |
12
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $336 | Hold |
12
| – | – | ﹤0.01% | 219 |
|
|
2023
Q3 | $255 | Buy |
+12
| New | +$255 | ﹤0.01% | 277 |
|