SWA
SOA Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$21.4K | ﹤0.01% | 692 |
|
|
2022
Q1 | $45K | Buy |
422
+386
| +1,072% | +$41.2K | 0.01% | 325 |
|
|
2021
Q4 | $5K | Sell |
36
-500
| -93% | -$69.4K | ﹤0.01% | 655 |
|
|
2021
Q3 | $137K | Buy |
536
+36
| +7% | +$9.2K | 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 | +$127K | 0.03% | 171 |
|