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Values First Advisors’s Doximity DOCS Stock Holding History

Values First Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,500
Closed -$868K – 169
2023
Q2 		$868K Sell
25,500
-1,203
-5% -$40.9K 0.52% 57
2023
Q1 		$865K Buy
+26,703
New +$865K 0.55% 52