AWM
Avondale Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39
| Closed | -$4K | – | 118 |
|
|
2022
Q1 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 109 |
|
|
2021
Q4 | – | Sell |
-91
| Closed | -$23K | – | 107 |
|
|
2021
Q3 | $23K | Sell |
91
-143
| -61% | -$36.1K | 0.02% | 89 |
|
|
2021
Q2 | $65K | Hold |
234
| – | – | 0.06% | 65 |
|
|
2021
Q1 | $47K | Hold |
234
| – | – | 0.05% | 69 |
|
|
2020
Q4 | $52K | Buy |
234
+91
| +64% | +$20.2K | 0.06% | 54 |
|
|
2020
Q3 | $31K | Buy |
+143
| New | +$31K | 0.05% | 58 |
|