Clearstead Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Sell |
29
-1
| -3% | -$78 | ﹤0.01% | 918 |
|
|
2025
Q1 | $2.44K | Buy |
+30
| New | +$2.44K | ﹤0.01% | 742 |
|
|
2021
Q1 | – | Sell |
-42
| Closed | -$9K | – | 126 |
|
|
2020
Q4 | $9K | Buy |
+42
| New | +$9K | 0.01% | 156 |
|
|
2020
Q2 | – | Sell |
-229
| Closed | -$21K | – | 163 |
|
|
2020
Q1 | $21K | Buy |
+229
| New | +$21K | 0.02% | 142 |
|