PA
PSI Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-239
| Closed | -$19.5K | – | 243 |
|
|
2025
Q1 | $19.5K | Hold |
239
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $21.5K | Hold |
239
| – | – | 0.01% | 410 |
|
|
2024
Q3 | $14.8K | Hold |
239
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $12.8K | Hold |
239
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $14.2K | Hold |
239
| – | – | 0.01% | 439 |
|
|
2023
Q4 | $14.2K | Hold |
239
| – | – | 0.01% | 468 |
|
|
2023
Q3 | $10K | Hold |
239
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $12.2K | Hold |
239
| – | – | 0.01% | 462 |
|
|
2023
Q1 | $13.9K | Hold |
239
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $13.2K | Sell |
239
-835
| -78% | -$46.3K | 0.01% | 383 |
|
|
2022
Q3 | $57K | Sell |
1,074
-90
| -8% | -$4.78K | 0.03% | 211 |
|
|
2022
Q2 | $67K | Hold |
1,164
| – | – | 0.03% | 212 |
|
|
2022
Q1 | $125K | Sell |
1,164
-53
| -4% | -$5.69K | 0.05% | 177 |
|
|
2021
Q4 | $185K | Sell |
1,217
-24
| -2% | -$3.65K | 0.08% | 151 |
|
|
2021
Q3 | $319K | Buy |
1,241
+60
| +5% | +$15.4K | 0.15% | 112 |
|
|
2021
Q2 | $330K | Sell |
1,181
-50
| -4% | -$14K | 0.17% | 103 |
|
|
2021
Q1 | $249K | Sell |
1,231
-3,180
| -72% | -$643K | 0.15% | 114 |
|
|
2020
Q4 | $980K | Sell |
4,411
-1,290
| -23% | -$287K | 0.68% | 32 |
|
|
2020
Q3 | $1.23M | Sell |
5,701
-1,102
| -16% | -$237K | 0.94% | 25 |
|
|
2020
Q2 | $1.17M | Sell |
6,803
-415
| -6% | -$71.4K | 0.94% | 25 |
|
|
2020
Q1 | $666K | Sell |
7,218
-832
| -10% | -$76.8K | 0.61% | 37 |
|
|
2019
Q4 | $596K | Buy |
+8,050
| New | +$596K | 0.38% | 52 |
|