FA
FDx Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,397
| Closed | -$2.22M | – | 666 |
|
|
2023
Q2 | $2.22M | Sell |
43,397
-145,634
| -77% | -$7.44M | 0.12% | 177 |
|
|
2023
Q1 | $10.5M | Hold |
189,031
| – | – | 0.46% | 57 |
|
|
2022
Q4 | $10.5M | Sell |
189,031
-20,347
| -10% | -$1.13M | 0.46% | 57 |
|
|
2022
Q3 | $11.2M | Sell |
209,378
-32,512
| -13% | -$1.74M | 0.5% | 46 |
|
|
2022
Q2 | $13.9M | Sell |
241,890
-2,400
| -1% | -$138K | 0.52% | 44 |
|
|
2022
Q1 | $26.2M | Buy |
244,290
+189,799
| +348% | +$20.3M | 0.89% | 24 |
|
|
2021
Q4 | $8.3M | Buy |
54,491
+52,423
| +2,535% | +$7.99M | 0.23% | 87 |
|
|
2021
Q3 | $532K | Buy |
2,068
+675
| +48% | +$174K | 0.02% | 497 |
|
|
2021
Q2 | $389K | Sell |
1,393
-2,618
| -65% | -$731K | 0.01% | 581 |
|
|
2021
Q1 | $812K | Sell |
4,011
-2,495
| -38% | -$505K | 0.03% | 348 |
|
|
2020
Q4 | $1.45M | Buy |
6,506
+3,919
| +151% | +$871K | 0.06% | 208 |
|
|
2020
Q3 | $557K | Sell |
2,587
-1,419
| -35% | -$306K | 0.03% | 352 |
|
|
2020
Q2 | $690K | Buy |
+4,006
| New | +$690K | 0.04% | 281 |
|