FIA
Foundations Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,838
| Closed | -$399K | – | 581 |
|
|
2023
Q1 | $399K | Buy |
+6,838
| New | +$399K | 0.01% | 355 |
|
|
2022
Q4 | – | Sell |
-9,302
| Closed | -$497K | – | 447 |
|
|
2022
Q3 | $497K | Buy |
9,302
+6,139
| +194% | +$328K | 0.02% | 251 |
|
|
2022
Q2 | $203K | Buy |
3,163
+271
| +9% | +$17.4K | 0.01% | 366 |
|
|
2022
Q1 | $288K | Buy |
2,892
+1
| +0% | +$100 | 0.01% | 279 |
|
|
2021
Q4 | $403K | Buy |
2,891
+1,184
| +69% | +$165K | 0.02% | 230 |
|
|
2021
Q3 | $437K | Buy |
1,707
+337
| +25% | +$86.3K | 0.02% | 202 |
|
|
2021
Q2 | $395K | Buy |
+1,370
| New | +$395K | 0.02% | 196 |
|