AIA
Affinity Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,598
| Closed | -$781K | – | 143 |
|
|
2025
Q1 | $781K | Buy |
9,598
+1,556
| +19% | +$127K | 0.64% | 56 |
|
|
2024
Q4 | $723K | Sell |
8,042
-2,071
| -20% | -$186K | 0.6% | 63 |
|
|
2024
Q3 | $628K | Hold |
10,113
| – | – | 0.43% | 81 |
|
|
2024
Q2 | $541K | Buy |
+10,113
| New | +$541K | 0.41% | 83 |
|