IWA
IVC Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,497
| Closed | -$203K | – | 175 |
|
|
2025
Q1 | $203K | Hold |
2,497
| – | – | 0.11% | 158 |
|
|
2024
Q4 | $225K | Buy |
+2,497
| New | +$225K | 0.13% | 144 |
|
|
2023
Q2 | – | Sell |
-3,753
| Closed | -$219K | – | 162 |
|
|
2023
Q1 | $219K | Hold |
3,753
| – | – | 0.16% | 130 |
|
|
2022
Q4 | $208K | Sell |
3,753
-295
| -7% | -$16.3K | 0.15% | 143 |
|
|
2022
Q3 | $216K | Hold |
4,048
| – | – | 0.17% | 129 |
|
|
2022
Q2 | $232K | Sell |
4,048
-90
| -2% | -$5.16K | 0.18% | 124 |
|
|
2022
Q1 | $443K | Buy |
4,138
+520
| +14% | +$55.7K | 0.29% | 86 |
|
|
2021
Q4 | $551K | Sell |
3,618
-7
| -0.2% | -$1.07K | 0.36% | 72 |
|
|
2021
Q3 | $933K | Sell |
3,625
-765
| -17% | -$197K | 0.64% | 39 |
|
|
2021
Q2 | $1.23M | Buy |
4,390
+165
| +4% | +$46.1K | 0.86% | 27 |
|
|
2021
Q1 | $855K | Buy |
4,225
+180
| +4% | +$36.4K | 0.67% | 39 |
|
|
2020
Q4 | $899K | Buy |
+4,045
| New | +$899K | 0.86% | 31 |
|