Carrera Capital Advisors’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Buy
37,332
+24,801
+198% +$1.93M 0.59% 34
2025
Q1
$1.02M Buy
12,531
+366
+3% +$29.8K 0.23% 78
2024
Q4
$1.09M Buy
12,165
+1,434
+13% +$129K 0.26% 68
2024
Q3
$666K Buy
+10,731
New +$666K 0.16% 66