SWA
DOCU

SOA Wealth Advisors’s DocuSign DOCU Stock Holding History

SOA Wealth Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36
Closed -$2.1K – 952
2023
Q1 		$2.1K Hold
36
– – ﹤0.01% 724
2022
Q4 		$2K Hold
36
– – ﹤0.01% 737
2022
Q3 		$1K Hold
36
– – ﹤0.01% 758
2022
Q2 		$2K Sell
36
-386
-91% -$31.3K ﹤0.01% 692
2022
Q1 		$45K Buy
422
+386
+1,072% +$44.3K 0.01% 325
2021
Q4 		$5K Sell
36
-500
-93% -$114K ﹤0.01% 655
2021
Q3 		$137K Buy
536
+36
+7% +$10.4K 0.04% 193
2021
Q2 		$139K Hold
500
– – 0.04% 190
2021
Q1 		$101K Hold
500
– – 0.03% 191
2020
Q4 		$127K Buy
+500
New +$112K 0.03% 171

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