PWA
Phoenix Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,306
| Closed | -$594K | – | 177 |
|
|
2021
Q3 | $594K | Buy |
2,306
+44
| +2% | +$11.3K | 0.44% | 58 |
|
|
2021
Q2 | $652K | Sell |
2,262
-483
| -18% | -$139K | 0.47% | 62 |
|
|
2021
Q1 | $566K | Buy |
2,745
+603
| +28% | +$124K | 0.44% | 53 |
|
|
2020
Q4 | $476K | Buy |
+2,142
| New | +$476K | 0.36% | 62 |
|