CAN
Claraphi Advisory Network’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,236
| Closed | -$341K | – | 297 |
|
|
2021
Q4 | $341K | Sell |
2,236
-1,536
| -41% | -$234K | 0.12% | 197 |
|
|
2021
Q3 | $971K | Sell |
3,772
-2,631
| -41% | -$677K | 0.34% | 63 |
|
|
2021
Q2 | $1.79M | Sell |
6,403
-338
| -5% | -$94.5K | 0.54% | 34 |
|
|
2021
Q1 | $1.37M | Buy |
6,741
+2,054
| +44% | +$416K | 0.38% | 50 |
|
|
2020
Q4 | $1.04M | Buy |
4,687
+2,685
| +134% | +$597K | 0.28% | 63 |
|
|
2020
Q3 | $431K | Buy |
2,002
+330
| +20% | +$71K | 0.16% | 129 |
|
|
2020
Q2 | $288K | Buy |
1,672
+439
| +36% | +$75.6K | 0.12% | 168 |
|
|
2020
Q1 | $114K | Buy |
+1,233
| New | +$114K | 0.05% | 300 |
|