OIA
Optimum Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Buy |
815
+100
| +14% | +$7.79K | 0.03% | 310 |
|
|
2025
Q1 | $58.2K | Buy |
715
+115
| +19% | +$9.36K | 0.03% | 317 |
|
|
2024
Q4 | $54K | Buy |
600
+400
| +200% | +$36K | 0.02% | 330 |
|
|
2024
Q3 | $12.4K | Hold |
200
| – | – | 0.01% | 511 |
|
|
2024
Q2 | $10.7K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $11.9K | Hold |
200
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $11.9K | Hold |
200
| – | – | 0.01% | 500 |
|
|
2023
Q3 | $8.4K | Hold |
200
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $10.2K | Hold |
200
| – | – | 0.01% | 551 |
|
|
2023
Q1 | $11.7K | Hold |
200
| – | – | 0.01% | 546 |
|
|
2022
Q4 | $11.1K | Sell |
200
-250
| -56% | -$13.9K | 0.01% | 559 |
|
|
2022
Q3 | $24K | Hold |
450
| – | – | 0.01% | 469 |
|
|
2022
Q2 | $26K | Sell |
450
-100
| -18% | -$5.78K | 0.01% | 476 |
|
|
2022
Q1 | $59K | Sell |
550
-120
| -18% | -$12.9K | 0.02% | 401 |
|
|
2021
Q4 | $102K | Buy |
+670
| New | +$102K | 0.04% | 337 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$14K | – | 846 |
|
|
2021
Q2 | $14K | Sell |
50
-200
| -80% | -$56K | ﹤0.01% | 708 |
|
|
2021
Q1 | $51K | Sell |
250
-550
| -69% | -$112K | 0.01% | 501 |
|
|
2020
Q4 | $178K | Hold |
800
| – | – | 0.05% | 260 |
|
|
2020
Q3 | $172K | Sell |
800
-800
| -50% | -$172K | 0.06% | 248 |
|
|
2020
Q2 | $276K | Buy |
1,600
+1,000
| +167% | +$173K | 0.1% | 196 |
|
|
2020
Q1 | $55K | Buy |
+600
| New | +$55K | 0.02% | 407 |
|