Colonial Trust Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-110
| Closed | -$6.83K | – | 711 |
|
|
2024
Q3 | $6.83K | Hold |
110
| – | – | ﹤0.01% | 588 |
|
|
2024
Q2 | $5.89K | Sell |
110
-51
| -32% | -$2.73K | ﹤0.01% | 590 |
|
|
2024
Q1 | $9.59K | Buy |
161
+111
| +222% | +$6.61K | ﹤0.01% | 600 |
|
|
2023
Q4 | $2.97K | Sell |
50
-100
| -67% | -$5.95K | ﹤0.01% | 663 |
|
|
2023
Q3 | $6.3K | Hold |
150
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $7.66K | Buy |
+150
| New | +$7.66K | ﹤0.01% | 564 |
|