VWA
Valued Wealth Advisors’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01K | Hold |
13
| – | – | ﹤0.01% | 444 |
|
2025
Q1 | $1.06K | Hold |
13
| – | – | ﹤0.01% | 478 |
|
2024
Q4 | $1.17K | Hold |
13
| – | – | ﹤0.01% | 460 |
|
2024
Q3 | $808 | Hold |
13
| – | – | ﹤0.01% | 482 |
|
2024
Q2 | $696 | Hold |
13
| – | – | ﹤0.01% | 475 |
|
2024
Q1 | $775 | Hold |
13
| – | – | ﹤0.01% | 462 |
|
2023
Q4 | $546 | Buy |
+13
| New | +$546 | ﹤0.01% | 427 |
|