Coppell Advisory Solutions’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,030
| Closed | -$94.5K | – | 722 |
|
|
2024
Q4 | $94.5K | Sell |
1,030
-39
| -4% | -$3.58K | 0.01% | 430 |
|
|
2024
Q3 | $65.9K | Buy |
1,069
+300
| +39% | +$18.5K | 0.01% | 482 |
|
|
2024
Q2 | $41.1K | Buy |
+769
| New | +$41.1K | 0.01% | 542 |
|
|
2023
Q4 | $66.3K | Buy |
1,116
+1,096
| +5,480% | +$65.2K | 0.01% | 436 |
|
|
2023
Q3 | $1.11K | Sell |
20
-899
| -98% | -$49.8K | ﹤0.01% | 928 |
|
|
2023
Q2 | $47.1K | Buy |
+919
| New | +$47.1K | 0.01% | 389 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.11K | – | 429 |
|
|
2022
Q4 | $1.11K | Buy |
+20
| New | +$1.11K | ﹤0.01% | 930 |
|