Crewe Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312 | Hold |
4
| – | – | ﹤0.01% | 695 |
|
|
2025
Q1 | $326 | Hold |
4
| – | – | ﹤0.01% | 664 |
|
|
2024
Q4 | $360 | Buy |
+4
| New | +$360 | ﹤0.01% | 592 |
|
|
2024
Q2 | – | Sell |
-80
| Closed | -$4.76K | – | 963 |
|
|
2024
Q1 | $4.76K | Buy |
+80
| New | +$4.76K | ﹤0.01% | 739 |
|
|
2023
Q2 | – | Sell |
-199
| Closed | -$11.6K | – | 908 |
|
|
2023
Q1 | $11.6K | Sell |
199
-18
| -8% | -$1.05K | ﹤0.01% | 522 |
|
|
2022
Q4 | $12K | Sell |
217
-67
| -24% | -$3.71K | ﹤0.01% | 518 |
|
|
2022
Q3 | $15K | Buy |
284
+19
| +7% | +$1K | ﹤0.01% | 546 |
|
|
2022
Q2 | $15K | Buy |
+265
| New | +$15K | ﹤0.01% | 490 |
|
|
2021
Q4 | – | Sell |
-9
| Closed | -$2K | – | 416 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 490 |
|