Creative Financial Designs’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Hold |
298
| – | – | ﹤0.01% | 1097 |
|
|
2025
Q1 | $24.3K | Buy |
+298
| New | +$24.3K | ﹤0.01% | 1031 |
|
|
2023
Q3 | – | Sell |
-27
| Closed | -$1.38K | – | 1519 |
|
|
2023
Q2 | $1.38K | Hold |
27
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q1 | $1.57K | Buy |
+27
| New | +$1.57K | ﹤0.01% | 1272 |
|
|
2021
Q1 | – | Sell |
-180
| Closed | -$40K | – | 1316 |
|
|
2020
Q4 | $40K | Sell |
180
-50
| -22% | -$11.1K | 0.01% | 557 |
|
|
2020
Q3 | $50K | Buy |
230
+80
| +53% | +$17.4K | 0.01% | 461 |
|
|
2020
Q2 | $26K | Buy |
+150
| New | +$26K | 0.01% | 544 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$5K | – | 629 |
|
|
2018
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 523 |
|