Cetera Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $766K | Buy |
12,866
+3,542
| +38% | +$211K | 0.01% | 1308 |
|
|
2023
Q4 | $554K | Sell |
9,324
-12,969
| -58% | -$771K | 0.01% | 1070 |
|
|
2023
Q3 | $936K | Buy |
22,293
+3,375
| +18% | +$142K | 0.01% | 749 |
|
|
2023
Q2 | $967K | Sell |
18,918
-248
| -1% | -$12.7K | 0.02% | 726 |
|
|
2023
Q1 | $1.12M | Buy |
19,166
+8,206
| +75% | +$478K | 0.02% | 649 |
|
|
2022
Q4 | $607K | Buy |
10,960
+885
| +9% | +$49K | 0.01% | 879 |
|
|
2022
Q3 | $539K | Sell |
10,075
-341
| -3% | -$18.2K | 0.01% | 753 |
|
|
2022
Q2 | $598K | Sell |
10,416
-2,104
| -17% | -$121K | 0.01% | 769 |
|
|
2022
Q1 | $1.34M | Buy |
12,520
+47
| +0.4% | +$5.03K | 0.03% | 515 |
|
|
2021
Q4 | $1.9M | Buy |
12,473
+753
| +6% | +$115K | 0.04% | 414 |
|
|
2021
Q3 | $3.02M | Buy |
11,720
+764
| +7% | +$197K | 0.06% | 313 |
|
|
2021
Q2 | $3.06M | Sell |
10,956
-450
| -4% | -$126K | 0.07% | 274 |
|
|
2021
Q1 | $2.31M | Buy |
11,406
+2,552
| +29% | +$517K | 0.06% | 289 |
|
|
2020
Q4 | $1.97M | Buy |
8,854
+674
| +8% | +$150K | 0.06% | 277 |
|
|
2020
Q3 | $1.76M | Sell |
8,180
-2,926
| -26% | -$630K | 0.07% | 268 |
|
|
2020
Q2 | $1.91M | Buy |
11,106
+8,248
| +289% | +$1.42M | 0.08% | 231 |
|
|
2020
Q1 | $264K | Buy |
2,858
+137
| +5% | +$12.7K | 0.01% | 637 |
|
|
2019
Q4 | $203K | Buy |
+2,721
| New | +$203K | 0.01% | 855 |
|