Beacon Investment Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,194
| Closed | -$250K | – | 266 |
|
|
2024
Q1 | $250K | Sell |
4,194
-500
| -11% | -$29.8K | 0.01% | 239 |
|
|
2023
Q4 | $279K | Sell |
4,694
-786
| -14% | -$46.7K | 0.01% | 232 |
|
|
2023
Q3 | $230K | Sell |
5,480
-234
| -4% | -$9.83K | 0.01% | 251 |
|
|
2023
Q2 | $292K | Sell |
5,714
-1,840
| -24% | -$94K | 0.01% | 241 |
|
|
2023
Q1 | $440K | Sell |
7,554
-365
| -5% | -$21.3K | 0.02% | 201 |
|
|
2022
Q4 | $439K | Sell |
7,919
-5,442
| -41% | -$302K | 0.02% | 196 |
|
|
2022
Q3 | $714K | Sell |
13,361
-523
| -4% | -$27.9K | 0.04% | 166 |
|
|
2022
Q2 | $797K | Sell |
13,884
-447
| -3% | -$25.7K | 0.04% | 162 |
|
|
2022
Q1 | $1.54M | Sell |
14,331
-503
| -3% | -$53.9K | 0.07% | 139 |
|
|
2021
Q4 | $2.26M | Sell |
14,834
-2,287
| -13% | -$348K | 0.09% | 132 |
|
|
2021
Q3 | $4.41M | Sell |
17,121
-1,006
| -6% | -$259K | 0.18% | 98 |
|
|
2021
Q2 | $5.07M | Buy |
18,127
+4,155
| +30% | +$1.16M | 0.21% | 92 |
|
|
2021
Q1 | $2.83M | Buy |
13,972
+9,153
| +190% | +$1.85M | 0.12% | 121 |
|
|
2020
Q4 | $1.07M | Buy |
+4,819
| New | +$1.07M | 0.05% | 146 |
|