Visionary Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,380
| Closed | -$362K | – | 446 |
|
|
2022
Q1 | $362K | Buy |
3,380
+1,248
| +59% | +$134K | 0.03% | 300 |
|
|
2021
Q4 | $325K | Buy |
2,132
+1,225
| +135% | +$187K | 0.03% | 284 |
|
|
2021
Q3 | $233K | Sell |
907
-30
| -3% | -$7.71K | 0.02% | 278 |
|
|
2021
Q2 | $262K | Sell |
937
-74
| -7% | -$20.7K | 0.03% | 286 |
|
|
2021
Q1 | $205K | Buy |
+1,011
| New | +$205K | 0.02% | 306 |
|