1776 Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,679
| Closed | -$219K | – | 134 |
|
|
2023
Q4 | $219K | Buy |
+3,679
| New | +$219K | 0.11% | 122 |
|
|
2023
Q3 | – | Sell |
-4,699
| Closed | -$240K | – | 132 |
|
|
2023
Q2 | $240K | Sell |
4,699
-500
| -10% | -$25.5K | 0.13% | 115 |
|
|
2023
Q1 | $303K | Hold |
5,199
| – | – | 0.18% | 96 |
|
|
2022
Q4 | $288K | Sell |
5,199
-2,710
| -34% | -$150K | 0.21% | 97 |
|
|
2022
Q3 | $423K | Sell |
7,909
-1,500
| -16% | -$80.2K | 0.32% | 63 |
|
|
2022
Q2 | $540K | Sell |
9,409
-100
| -1% | -$5.74K | 0.38% | 50 |
|
|
2022
Q1 | $1.02M | Buy |
9,509
+250
| +3% | +$26.8K | 0.59% | 30 |
|
|
2021
Q4 | $1.41M | Buy |
9,259
+1,300
| +16% | +$198K | 0.76% | 28 |
|
|
2021
Q3 | $2.03M | Sell |
7,959
-185
| -2% | -$47.2K | 1.16% | 21 |
|
|
2021
Q2 | $2.28M | Hold |
8,144
| – | – | 1.28% | 18 |
|
|
2021
Q1 | $1.57M | Sell |
8,144
-660
| -7% | -$127K | 0.99% | 22 |
|
|
2020
Q4 | $1.96M | Sell |
8,804
-100
| -1% | -$22.2K | 1.22% | 15 |
|
|
2020
Q3 | $1.92M | Sell |
8,904
-306
| -3% | -$65.8K | 1.39% | 14 |
|
|
2020
Q2 | $1.59M | Sell |
9,210
-8,350
| -48% | -$1.44M | 1.09% | 16 |
|
|
2020
Q1 | $1.46M | Buy |
17,560
+8,655
| +97% | +$719K | 0.62% | 29 |
|
|
2019
Q4 | $659K | Buy |
+8,905
| New | +$659K | 0.56% | 31 |
|