IAA
Independent Advisor Alliance’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
4,631
-639
| -12% | -$49.8K | 0.01% | 682 |
|
|
2025
Q1 | $429K | Buy |
5,270
+228
| +5% | +$18.6K | 0.01% | 566 |
|
|
2024
Q4 | $453K | Buy |
5,042
+577
| +13% | +$51.9K | 0.01% | 991 |
|
|
2024
Q3 | $277K | Sell |
4,465
-611
| -12% | -$37.9K | 0.01% | 587 |
|
|
2024
Q2 | $272K | Sell |
5,076
-4,174
| -45% | -$223K | 0.01% | 593 |
|
|
2024
Q1 | $551K | Sell |
9,250
-3,208
| -26% | -$191K | 0.02% | 432 |
|
|
2023
Q4 | $741K | Buy |
12,458
+3
| +0% | +$178 | 0.03% | 358 |
|
|
2023
Q3 | $523K | Sell |
12,455
-466
| -4% | -$19.6K | 0.02% | 405 |
|
|
2023
Q2 | $660K | Sell |
12,921
-1,458
| -10% | -$74.5K | 0.03% | 367 |
|
|
2023
Q1 | $838K | Sell |
14,379
-1,655
| -10% | -$96.5K | 0.04% | 314 |
|
|
2022
Q4 | $889 | Sell |
16,034
-3,548
| -18% | -$197 | ﹤0.01% | 306 |
|
|
2022
Q3 | $1.05M | Sell |
19,582
-5,388
| -22% | -$288K | 0.06% | 257 |
|
|
2022
Q2 | $1.43M | Sell |
24,970
-14,952
| -37% | -$858K | 0.08% | 206 |
|
|
2022
Q1 | $4.28M | Buy |
39,922
+23,296
| +140% | +$2.5M | 0.21% | 100 |
|
|
2021
Q4 | $2.53M | Sell |
16,626
-16,720
| -50% | -$2.55M | 0.12% | 135 |
|
|
2021
Q3 | $8.58M | Buy |
33,346
+1,970
| +6% | +$507K | 0.48% | 54 |
|
|
2021
Q2 | $8.77M | Sell |
31,376
-7,730
| -20% | -$2.16M | 0.48% | 53 |
|
|
2021
Q1 | $7.92M | Buy |
39,106
+5,299
| +16% | +$1.07M | 0.47% | 57 |
|
|
2020
Q4 | $7.52M | Buy |
33,807
+783
| +2% | +$174K | 0.51% | 47 |
|
|
2020
Q3 | $7.11M | Buy |
33,024
+27,732
| +524% | +$5.97M | 0.54% | 47 |
|
|
2020
Q2 | $911K | Buy |
5,292
+2,617
| +98% | +$451K | 0.1% | 171 |
|
|
2020
Q1 | $247K | Sell |
2,675
-565
| -17% | -$52.2K | 0.04% | 318 |
|
|
2019
Q4 | $240K | Sell |
3,240
-35
| -1% | -$2.59K | 0.01% | 757 |
|
|
2019
Q3 | $203K | Buy |
+3,275
| New | +$203K | 0.02% | 418 |
|
|
2019
Q2 | – | Sell |
-3,940
| Closed | -$204K | – | 422 |
|
|
2019
Q1 | $204K | Buy |
+3,940
| New | +$204K | 0.03% | 404 |
|