IWP
DOCU

IAG Wealth Partners’s DocuSign DOCU Stock Holding History

IAG Wealth Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$3.71K ﹤0.01% 348
2023
Q1 		$12.2K Buy
210
+70
+50% +$4.17K ﹤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 +$16.1K ﹤0.01% 251

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