MAWCM
Mine & Arao Wealth Creation & Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,457
| Closed | -$200K | – | 75 |
|
|
2025
Q1 | $200K | Hold |
2,457
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $221K | Buy |
+2,457
| New | +$221K | 0.1% | 69 |
|
|
2024
Q2 | – | Sell |
-2,532
| Closed | -$151K | – | 149 |
|
|
2024
Q1 | $151K | Sell |
2,532
-675
| -21% | -$40.2K | 0.07% | 84 |
|
|
2023
Q4 | $191K | Buy |
3,207
+475
| +17% | +$28.2K | 0.1% | 73 |
|
|
2023
Q3 | $115K | Sell |
2,732
-350
| -11% | -$14.7K | 0.07% | 87 |
|
|
2023
Q2 | $157K | Buy |
3,082
+250
| +9% | +$12.8K | 0.09% | 79 |
|
|
2023
Q1 | $165K | Hold |
2,832
| – | – | 0.11% | 76 |
|
|
2022
Q4 | $157K | Sell |
2,832
-650
| -19% | -$36K | 0.12% | 74 |
|
|
2022
Q3 | $186K | Buy |
3,482
+650
| +23% | +$34.7K | 0.14% | 69 |
|
|
2022
Q2 | $163K | Buy |
2,832
+1,608
| +131% | +$92.6K | 0.11% | 72 |
|
|
2022
Q1 | $131K | Sell |
1,224
-180
| -13% | -$19.3K | 0.08% | 93 |
|
|
2021
Q4 | $213K | Buy |
1,404
+204
| +17% | +$30.9K | 0.12% | 66 |
|
|
2021
Q3 | $309K | Hold |
1,200
| – | – | 0.19% | 56 |
|
|
2021
Q2 | $335K | Hold |
1,200
| – | – | 0.2% | 55 |
|
|
2021
Q1 | $243K | Hold |
1,200
| – | – | 0.16% | 62 |
|
|
2020
Q4 | $267K | Hold |
1,200
| – | – | 0.19% | 56 |
|
|
2020
Q3 | $258K | Hold |
1,200
| – | – | 0.21% | 54 |
|
|
2020
Q2 | $207K | Hold |
1,200
| – | – | 0.19% | 54 |
|
|
2020
Q1 | $111K | Hold |
1,200
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $89K | Buy |
+1,200
| New | +$89K | 0.08% | 92 |
|