EPA
Element Pointe Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,379
| Closed | -$210K | – | 96 |
|
|
2021
Q4 | $210K | Sell |
1,379
-2,371
| -63% | -$361K | 0.06% | 106 |
|
|
2021
Q3 | $965K | Sell |
3,750
-1,836
| -33% | -$472K | 0.33% | 57 |
|
|
2021
Q2 | $1.69M | Buy |
5,586
+172
| +3% | +$52.1K | 0.51% | 42 |
|
|
2021
Q1 | $1.1M | Buy |
+5,414
| New | +$1.1M | 0.37% | 60 |
|