CX Institutional’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1175 |
|
|
2022
Q3 | – | Sell |
-225
| Closed | -$13K | – | 630 |
|
|
2022
Q2 | $13K | Buy |
+225
| New | +$13K | ﹤0.01% | 909 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$51K | – | 473 |
|
|
2021
Q3 | $51K | Hold |
200
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $56K | Hold |
200
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $40K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $44K | Hold |
200
| – | – | ﹤0.01% | 462 |
|
|
2020
Q3 | $43K | Buy |
+200
| New | +$43K | ﹤0.01% | 408 |
|