JFS Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42K | Buy |
31
+7
| +29% | +$545 | ﹤0.01% | 1347 |
|
|
2025
Q1 | $1.95K | Buy |
24
+1
| +4% | +$81 | ﹤0.01% | 1475 |
|
|
2024
Q4 | $2.07K | Buy |
23
+21
| +1,050% | +$1.89K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $125 | Sell |
2
-29
| -94% | -$1.81K | ﹤0.01% | 1890 |
|
|
2024
Q2 | $1.66K | Buy |
31
+29
| +1,450% | +$1.55K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $120 | Buy |
+2
| New | +$120 | ﹤0.01% | 1934 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$210 | – | 2010 |
|
|
2023
Q3 | $210 | Sell |
5
-13
| -72% | -$546 | ﹤0.01% | 1857 |
|
|
2023
Q2 | $920 | Buy |
18
+8
| +80% | +$409 | ﹤0.01% | 1634 |
|
|
2023
Q1 | $583 | Buy |
10
+2
| +25% | +$117 | ﹤0.01% | 1701 |
|
|
2022
Q4 | $443 | Sell |
8
-104
| -93% | -$5.76K | ﹤0.01% | 1748 |
|
|
2022
Q3 | $6K | Buy |
112
+8
| +8% | +$429 | ﹤0.01% | 899 |
|
|
2022
Q2 | $6K | Sell |
104
-6
| -5% | -$346 | ﹤0.01% | 924 |
|
|
2022
Q1 | $12K | Buy |
110
+56
| +104% | +$6.11K | ﹤0.01% | 736 |
|
|
2021
Q4 | $8K | Buy |
54
+4
| +8% | +$593 | ﹤0.01% | 716 |
|
|
2021
Q3 | $13K | Buy |
+50
| New | +$13K | ﹤0.01% | 602 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$4K | – | 595 |
|
|
2020
Q4 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 487 |
|