Claro Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,996
| Closed | -$244K | – | 409 |
|
|
2025
Q1 | $244K | Buy |
2,996
+34
| +1% | +$2.77K | 0.03% | 437 |
|
|
2024
Q4 | $266K | Sell |
2,962
-831
| -22% | -$74.7K | 0.04% | 383 |
|
|
2024
Q3 | $236K | Buy |
+3,793
| New | +$236K | 0.03% | 440 |
|
|
2022
Q2 | – | Sell |
-1,872
| Closed | -$285K | – | 293 |
|
|
2022
Q1 | $285K | Hold |
1,872
| – | – | 0.1% | 203 |
|
|
2021
Q4 | $285K | Buy |
+1,872
| New | +$285K | 0.1% | 203 |
|