Clearview Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$1.02K | – | 241 |
|
|
2023
Q2 | $1.02K | Hold |
20
| – | – | ﹤0.01% | 604 |
|
|
2023
Q1 | $1.17K | Buy |
20
+4
| +25% | +$233 | ﹤0.01% | 567 |
|
|
2022
Q4 | $887 | Sell |
16
-82
| -84% | -$4.55K | ﹤0.01% | 538 |
|
|
2022
Q3 | $5K | Sell |
98
-71
| -42% | -$3.62K | ﹤0.01% | 406 |
|
|
2022
Q2 | $10K | Sell |
169
-11
| -6% | -$651 | 0.01% | 349 |
|
|
2022
Q1 | $19K | Buy |
180
+31
| +21% | +$3.27K | 0.01% | 305 |
|
|
2021
Q4 | $23K | Buy |
149
+44
| +42% | +$6.79K | 0.01% | 311 |
|
|
2021
Q3 | $27K | Sell |
105
-47
| -31% | -$12.1K | 0.02% | 298 |
|
|
2021
Q2 | $42K | Buy |
152
+56
| +58% | +$15.5K | 0.03% | 255 |
|
|
2021
Q1 | $19K | Buy |
96
+30
| +45% | +$5.94K | 0.01% | 337 |
|
|
2020
Q4 | $15K | Buy |
+66
| New | +$15K | 0.01% | 327 |
|