IAG Wealth Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$12.6K | – | 503 |
|
|
2024
Q4 | $12.6K | Hold |
140
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $8.69K | Hold |
140
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $7.49K | Hold |
140
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $8.34K | Hold |
140
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $8.32K | Hold |
140
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $5.88K | Hold |
140
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $7.15K | Sell |
140
-70
| -33% | -$3.58K | ﹤0.01% | 348 |
|
|
2023
Q1 | $12.2K | Buy |
210
+70
| +50% | +$4.08K | ﹤0.01% | 283 |
|
|
2022
Q4 | $7.76K | Hold |
140
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $7K | Hold |
140
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $15K | Buy |
+140
| New | +$15K | ﹤0.01% | 251 |
|