Bogart Wealth LLC’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71K | Sell |
99
-30
| -23% | -$2.34K | ﹤0.01% | 837 |
|
|
2025
Q1 | $10.5K | Buy |
129
+38
| +42% | +$3.09K | ﹤0.01% | 735 |
|
|
2024
Q4 | $8.19K | Sell |
91
-17
| -16% | -$1.53K | ﹤0.01% | 772 |
|
|
2024
Q3 | $6.71K | Hold |
108
| – | – | ﹤0.01% | 772 |
|
|
2024
Q2 | $5.78K | Sell |
108
-131
| -55% | -$7.01K | ﹤0.01% | 761 |
|
|
2024
Q1 | $14.2K | Sell |
239
-157
| -40% | -$9.35K | ﹤0.01% | 584 |
|
|
2023
Q4 | $23.5K | Sell |
396
-36,557
| -99% | -$2.17M | ﹤0.01% | 482 |
|
|
2023
Q3 | $1.55M | Buy |
36,953
+2,217
| +6% | +$93.1K | 0.1% | 112 |
|
|
2023
Q2 | $1.77M | Sell |
34,736
-12,203
| -26% | -$623K | 0.11% | 110 |
|
|
2023
Q1 | $2.74M | Buy |
46,939
+2,346
| +5% | +$137K | 0.18% | 96 |
|
|
2022
Q4 | $2.47M | Buy |
44,593
+8,615
| +24% | +$477K | 0.17% | 98 |
|
|
2022
Q3 | $1.92M | Buy |
35,978
+6,675
| +23% | +$357K | 0.16% | 94 |
|
|
2022
Q2 | $1.68M | Buy |
29,303
+4,431
| +18% | +$254K | 0.15% | 99 |
|
|
2022
Q1 | $2.66M | Buy |
24,872
+5,986
| +32% | +$641K | 0.23% | 86 |
|
|
2021
Q4 | $2.88M | Buy |
18,886
+10,040
| +113% | +$1.53M | 0.26% | 80 |
|
|
2021
Q3 | $2.28M | Buy |
8,846
+1,320
| +18% | +$340K | 0.23% | 84 |
|
|
2021
Q2 | $2.1M | Buy |
7,526
+1,842
| +32% | +$515K | 0.23% | 74 |
|
|
2021
Q1 | $1.15M | Buy |
+5,684
| New | +$1.15M | 0.16% | 98 |
|