AW
Avion Wealth’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
26
-461
| -95% | -$35.5K | ﹤0.01% | 792 |
|
|
2025
Q1 | $43K | Hold |
487
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $43K | Buy |
487
+368
| +309% | +$32.5K | 0.01% | 205 |
|
|
2024
Q3 | $7K | Buy |
119
+19
| +19% | +$1.12K | ﹤0.01% | 437 |
|
|
2024
Q2 | $5K | Buy |
100
+91
| +1,011% | +$4.55K | ﹤0.01% | 456 |
|
|
2024
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 904 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | – | – | 1132 |
|
|
2023
Q3 | $0 | Buy |
+23
| New | – | ﹤0.01% | 891 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 525 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 437 |
|
|
2022
Q1 | – | Sell |
-153
| Closed | -$23K | – | 408 |
|
|
2021
Q4 | $23K | Hold |
153
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $39K | Hold |
153
| – | – | 0.01% | 140 |
|
|
2021
Q2 | $43K | Buy |
+153
| New | +$43K | 0.01% | 136 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$33K | – | 357 |
|
|
2020
Q4 | $33K | Buy |
+150
| New | +$33K | 0.01% | 150 |
|