Continuum Advisory’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-126
| Closed | -$10.3K | – | 702 |
|
|
2025
Q1 | $10.3K | Sell |
126
-66
| -34% | -$5.37K | ﹤0.01% | 967 |
|
|
2024
Q4 | $17.3K | Sell |
192
-23
| -11% | -$2.07K | ﹤0.01% | 880 |
|
|
2024
Q3 | $17.3K | Buy |
215
+12
| +6% | +$964 | ﹤0.01% | 877 |
|
|
2024
Q2 | $10.9K | Sell |
203
-14
| -6% | -$749 | ﹤0.01% | 922 |
|
|
2024
Q1 | $12.4K | Buy |
+217
| New | +$12.4K | ﹤0.01% | 895 |
|
|
2021
Q4 | – | Sell |
-891
| Closed | -$229K | – | 307 |
|
|
2021
Q3 | $229K | Buy |
891
+43
| +5% | +$11.1K | 0.06% | 267 |
|
|
2021
Q2 | $237K | Buy |
+848
| New | +$237K | 0.07% | 242 |
|