AllSquare Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$168 | – | 541 |
|
|
2023
Q3 | $168 | Hold |
4
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $224 | Hold |
4
| – | – | ﹤0.01% | 534 |
|
|
2023
Q1 | $233 | Hold |
4
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $222 | Hold |
4
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 514 |
|