Avior Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-542
| Closed | -$48.7K | – | 1162 |
|
|
2024
Q4 | $48.7K | Buy |
542
+145
| +37% | +$13K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $24.6K | Sell |
397
-104
| -21% | -$6.46K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $26.8K | Sell |
501
-42
| -8% | -$2.25K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $32.3K | Buy |
543
+252
| +87% | +$15K | ﹤0.01% | 1405 |
|
|
2023
Q4 | $17.3K | Buy |
291
+71
| +32% | +$4.22K | ﹤0.01% | 906 |
|
|
2023
Q3 | $9.24K | Sell |
220
-150
| -41% | -$6.3K | ﹤0.01% | 1054 |
|
|
2023
Q2 | $18.9K | Buy |
370
+80
| +28% | +$4.09K | ﹤0.01% | 940 |
|
|
2023
Q1 | $16.9K | Sell |
290
-50
| -15% | -$2.92K | ﹤0.01% | 977 |
|
|
2022
Q4 | $18.8K | Hold |
340
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $18K | Buy |
340
+70
| +26% | +$3.71K | ﹤0.01% | 757 |
|
|
2022
Q2 | $15K | Hold |
270
| – | – | ﹤0.01% | 710 |
|
|
2022
Q1 | $28K | Buy |
270
+220
| +440% | +$22.8K | ﹤0.01% | 665 |
|
|
2021
Q4 | $7K | Sell |
50
-50
| -50% | -$7K | ﹤0.01% | 843 |
|
|
2021
Q3 | $25K | Buy |
100
+15
| +18% | +$3.75K | ﹤0.01% | 629 |
|
|
2021
Q2 | $23K | Sell |
85
-95
| -53% | -$25.7K | ﹤0.01% | 632 |
|
|
2021
Q1 | $36K | Buy |
180
+50
| +38% | +$10K | ﹤0.01% | 552 |
|
|
2020
Q4 | $28K | Sell |
130
-10
| -7% | -$2.15K | ﹤0.01% | 566 |
|
|
2020
Q3 | $30K | Buy |
140
+40
| +40% | +$8.57K | ﹤0.01% | 549 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 592 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$4K | – | 798 |
|
|
2019
Q2 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 667 |
|