Modus Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$36K | – | 155 |
|
|
2024
Q4 | $36K | Buy |
+400
| New | +$36K | 0.01% | 168 |
|
|
2023
Q2 | – | Sell |
-4,013
| Closed | -$234K | – | 102 |
|
|
2023
Q1 | $234K | Hold |
4,013
| – | – | 0.11% | 95 |
|
|
2022
Q4 | $222K | Sell |
4,013
-454
| -10% | -$25.2K | 0.11% | 94 |
|
|
2022
Q3 | $239K | Sell |
4,467
-7,144
| -62% | -$382K | 0.13% | 88 |
|
|
2022
Q2 | $666K | Sell |
11,611
-84
| -0.7% | -$4.82K | 0.34% | 63 |
|
|
2022
Q1 | $1.25M | Buy |
11,695
+1,579
| +16% | +$169K | 0.55% | 55 |
|
|
2021
Q4 | $1.54M | Buy |
10,116
+376
| +4% | +$57.3K | 0.66% | 51 |
|
|
2021
Q3 | $2.51M | Sell |
9,740
-120
| -1% | -$30.9K | 1.08% | 31 |
|
|
2021
Q2 | $2.76M | Buy |
9,860
+33
| +0.3% | +$9.23K | 1.16% | 29 |
|
|
2021
Q1 | $1.99M | Buy |
9,827
+531
| +6% | +$107K | 0.92% | 36 |
|
|
2020
Q4 | $2.07M | Sell |
9,296
-273
| -3% | -$60.7K | 1.07% | 30 |
|
|
2020
Q3 | $2.06M | Sell |
9,569
-3,377
| -26% | -$727K | 1.18% | 28 |
|
|
2020
Q2 | $2.23M | Sell |
12,946
-149
| -1% | -$25.7K | 1.45% | 24 |
|
|
2020
Q1 | $1.21M | Sell |
13,095
-50
| -0.4% | -$4.62K | 1.12% | 20 |
|
|
2019
Q4 | $974K | Buy |
+13,145
| New | +$974K | 0.77% | 26 |
|