CreativeOne Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,700
| Closed | -$280K | – | 801 |
|
|
2024
Q1 | $280K | Buy |
+4,700
| New | +$280K | 0.01% | 740 |
|
|
2022
Q2 | – | Sell |
-4,019
| Closed | -$431K | – | 732 |
|
|
2022
Q1 | $431K | Buy |
+4,019
| New | +$431K | 0.02% | 470 |
|
|
2021
Q1 | – | Sell |
-1,014
| Closed | -$225K | – | 573 |
|
|
2020
Q4 | $225K | Buy |
+1,014
| New | +$225K | 0.02% | 459 |
|