PWP
Pursue Wealth Partners’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41,235
| Closed | -$1.44M | – | 112 |
|
|
2022
Q2 | $1.44M | Sell |
41,235
-32,194
| -44% | -$1.12M | 0.91% | 35 |
|
|
2022
Q1 | $3.74M | Buy |
73,429
+52,896
| +258% | +$2.7M | 1.55% | 17 |
|
|
2021
Q4 | $1.03M | Buy |
+20,533
| New | +$1.03M | 0.4% | 57 |
|