ADL
Asset Dedication LLC’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66K | Buy |
47
+27
| +135% | +$2.1K | ﹤0.01% | 971 |
|
|
2025
Q1 | $1.63K | Hold |
20
| – | – | ﹤0.01% | 980 |
|
|
2024
Q4 | $1.8K | Sell |
20
-33
| -62% | -$2.97K | ﹤0.01% | 977 |
|
|
2024
Q3 | $3.29K | Sell |
53
-69
| -57% | -$4.29K | ﹤0.01% | 968 |
|
|
2024
Q2 | $6.53K | Buy |
122
+69
| +130% | +$3.69K | ﹤0.01% | 876 |
|
|
2024
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $2K | Sell |
53
-26
| -33% | -$981 | ﹤0.01% | 887 |
|
|
2023
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 794 |
|
|
2023
Q1 | $5K | Hold |
79
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $4K | Sell |
79
-1
| -1% | -$51 | ﹤0.01% | 786 |
|
|
2022
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 737 |
|
|
2022
Q2 | – | Sell |
-82
| Closed | -$9K | – | 602 |
|
|
2022
Q1 | $9K | Buy |
82
+3
| +4% | +$329 | ﹤0.01% | 664 |
|
|
2021
Q4 | $12K | Sell |
79
-65
| -45% | -$9.87K | ﹤0.01% | 618 |
|
|
2021
Q3 | $36K | Buy |
144
+54
| +60% | +$13.5K | ﹤0.01% | 469 |
|
|
2021
Q2 | $25K | Buy |
+90
| New | +$25K | ﹤0.01% | 493 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$32K | – | 771 |
|
|
2020
Q3 | $32K | Buy |
+150
| New | +$32K | 0.01% | 377 |
|