Valley National Advisers’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-45
Closed -$1K 853
2024
Q2
$1K Hold
45
﹤0.01% 1023
2024
Q1
$1K Hold
45
﹤0.01% 1062
2023
Q4
$1K Buy
45
+20
+80% +$444 ﹤0.01% 1052
2023
Q3
$1K Buy
+25
New +$1K ﹤0.01% 911