IVC Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $225K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $933K | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $855K | Buy |
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|
2020
Q4 | $899K | Buy |
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