Arkadios Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
+16,945
| New | +$1.32M | 0.04% | 462 |
|
|
2021
Q4 | – | Sell |
-652
| Closed | -$167K | – | 864 |
|
|
2021
Q3 | $167K | Sell |
652
-51
| -7% | -$13.1K | 0.02% | 555 |
|
|
2021
Q2 | $196K | Buy |
703
+30
| +4% | +$8.36K | 0.02% | 533 |
|
|
2021
Q1 | $136K | Sell |
673
-896
| -57% | -$181K | 0.02% | 477 |
|
|
2020
Q4 | $348K | Buy |
1,569
+884
| +129% | +$196K | 0.07% | 238 |
|
|
2020
Q3 | $161K | Buy |
685
+294
| +75% | +$69K | 0.08% | 210 |
|
|
2020
Q2 | $76.8K | Buy |
391
+3
| +0.8% | +$589 | 0.04% | 298 |
|
|
2020
Q1 | $35.9K | Hold |
388
| – | – | 0.02% | 388 |
|
|
2019
Q4 | $34.2K | Buy |
+388
| New | +$34.2K | 0.02% | 369 |
|