CFA
Compass Financial Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,824
| Closed | -$340K | – | 22 |
|
|
2023
Q1 | $340K | Sell |
5,824
-41
| -0.7% | -$2.39K | 0.43% | 82 |
|
|
2022
Q4 | $325K | Sell |
5,865
-190
| -3% | -$10.5K | 0.44% | 78 |
|
|
2022
Q3 | $324K | Sell |
6,055
-825
| -12% | -$44.1K | 0.48% | 74 |
|
|
2022
Q2 | $395K | Buy |
6,880
+1,443
| +27% | +$82.8K | 0.54% | 65 |
|
|
2022
Q1 | $582K | Buy |
5,437
+1,368
| +34% | +$146K | 0.64% | 51 |
|
|
2021
Q4 | $620K | Buy |
+4,069
| New | +$620K | 0.68% | 55 |
|