BDO Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.07K | Sell |
158
-15
| -9% | -$766 | ﹤0.01% | 723 |
|
|
2023
Q1 | $10.1K | Buy |
173
+15
| +9% | +$875 | ﹤0.01% | 703 |
|
|
2022
Q4 | $8.76K | Hold |
158
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $8K | Hold |
158
| – | – | ﹤0.01% | 745 |
|
|
2022
Q2 | $9K | Buy |
158
+28
| +22% | +$1.6K | ﹤0.01% | 697 |
|
|
2022
Q1 | $14K | Buy |
130
+125
| +2,500% | +$13.5K | ﹤0.01% | 664 |
|
|
2021
Q4 | $1K | Sell |
5
-217
| -98% | -$43.4K | ﹤0.01% | 1004 |
|
|
2021
Q3 | $57K | Hold |
222
| – | – | 0.01% | 426 |
|
|
2021
Q2 | $62K | Buy |
222
+20
| +10% | +$5.59K | 0.01% | 432 |
|
|
2021
Q1 | $41K | Buy |
202
+12
| +6% | +$2.44K | ﹤0.01% | 481 |
|
|
2020
Q4 | $42K | Buy |
190
+185
| +3,700% | +$40.9K | 0.01% | 372 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 758 |
|