BCA
Bay Colony Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,769
| Closed | -$230K | – | 481 |
|
|
2025
Q1 | $230K | Buy |
+2,769
| New | +$230K | 0.04% | 387 |
|
|
2021
Q4 | – | Sell |
-1,505
| Closed | -$387K | – | 368 |
|
|
2021
Q3 | $387K | Buy |
1,505
+308
| +26% | +$79.2K | 0.13% | 195 |
|
|
2021
Q2 | $335K | Buy |
1,197
+115
| +11% | +$32.2K | 0.11% | 228 |
|
|
2021
Q1 | $219K | Sell |
1,082
-190
| -15% | -$38.5K | 0.08% | 294 |
|
|
2020
Q4 | $283K | Buy |
1,272
+92
| +8% | +$20.5K | 0.15% | 199 |
|
|
2020
Q3 | $254K | Buy |
+1,180
| New | +$254K | 0.16% | 185 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$4K | – | 369 |
|
|
2018
Q2 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 798 |
|