AWM
Activest Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$163 | – | 1155 |
|
|
2025
Q1 | $163 | Buy |
2
+1
| +100% | +$82 | ﹤0.01% | 942 |
|
|
2024
Q4 | $90 | Sell |
1
-268
| -100% | -$24.1K | ﹤0.01% | 700 |
|
|
2024
Q3 | $16.7K | Hold |
269
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $14.4K | Hold |
269
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $16K | Hold |
269
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $16K | Hold |
269
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $11.3K | Buy |
+269
| New | +$11.3K | 0.01% | 165 |
|
|
2023
Q2 | – | Sell |
-229
| Closed | -$12.9K | – | 318 |
|
|
2023
Q1 | $12.9K | Buy |
+229
| New | +$12.9K | 0.01% | 148 |
|
|
2022
Q3 | – | Sell |
-229
| Closed | -$13K | – | 483 |
|
|
2022
Q2 | $13K | Buy |
229
+88
| +62% | +$5K | 0.01% | 182 |
|
|
2022
Q1 | $15K | Hold |
141
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $21K | Buy |
141
+73
| +107% | +$10.9K | 0.01% | 161 |
|
|
2021
Q3 | $18K | Buy |
+68
| New | +$18K | 0.01% | 183 |
|