OWA
One Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
2,635
-123
| -4% | -$9.58K | 0.03% | 276 |
|
|
2025
Q1 | $225K | Buy |
+2,758
| New | +$225K | 0.03% | 261 |
|
|
2023
Q1 | – | Sell |
-640
| Closed | -$35.5K | – | 306 |
|
|
2022
Q4 | $35.5K | Buy |
+640
| New | +$35.5K | 0.01% | 459 |
|
|
2021
Q1 | – | Sell |
-950
| Closed | -$211K | – | 158 |
|
|
2020
Q4 | $211K | Buy |
+950
| New | +$211K | 0.11% | 120 |
|
|
2020
Q3 | – | Sell |
-1,276
| Closed | -$220K | – | 97 |
|
|
2020
Q2 | $220K | Buy |
+1,276
| New | +$220K | 0.17% | 67 |
|
|
2019
Q2 | – | Sell |
-1,276
| Closed | -$66K | – | 212 |
|
|
2019
Q1 | $66K | Buy |
+1,276
| New | +$66K | 0.05% | 214 |
|