AFA
Abacus FCF Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,578
| Closed | -$2.46M | – | 277 |
|
|
2024
Q3 | $2.46M | Hold |
39,578
| – | – | 0.57% | 61 |
|
|
2024
Q2 | $2.12M | Buy |
39,578
+11,288
| +40% | +$604K | 0.53% | 70 |
|
|
2024
Q1 | $1.68M | Sell |
28,290
-7,375
| -21% | -$439K | 0.42% | 78 |
|
|
2023
Q4 | $2.12M | Buy |
35,665
+28,397
| +391% | +$1.69M | 0.62% | 49 |
|
|
2023
Q3 | $305K | Buy |
7,268
+175
| +2% | +$7.35K | 0.16% | 132 |
|
|
2023
Q2 | $362K | Sell |
7,093
-46
| -0.6% | -$2.35K | 0.18% | 131 |
|
|
2023
Q1 | $416K | Buy |
7,139
+1,192
| +20% | +$69.5K | 0.22% | 132 |
|
|
2022
Q4 | $330K | Sell |
5,947
-6,398
| -52% | -$355K | 0.22% | 133 |
|
|
2022
Q3 | $660K | Buy |
+12,345
| New | +$660K | 0.45% | 106 |
|
|
2022
Q2 | – | Sell |
-7,461
| Closed | -$799K | – | 147 |
|
|
2022
Q1 | $799K | Buy |
+7,461
| New | +$799K | 0.27% | 147 |
|