PFWA
Paces Ferry Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,677
| Closed | -$432K | – | 115 |
|
|
2021
Q3 | $432K | Hold |
1,677
| – | – | 0.34% | 68 |
|
|
2021
Q2 | $469K | Sell |
1,677
-7
| -0.4% | -$1.96K | 0.36% | 68 |
|
|
2021
Q1 | $341K | Buy |
1,684
+503
| +43% | +$102K | 0.3% | 78 |
|
|
2020
Q4 | $263K | Buy |
1,181
+110
| +10% | +$24.5K | 0.24% | 86 |
|
|
2020
Q3 | $231K | Buy |
+1,071
| New | +$231K | 0.2% | 90 |
|