EverSource Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $88.6K | Buy |
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|
2025
Q2 | $83.2K | Buy |
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|
2025
Q1 | $83.3K | Sell |
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|
2024
Q4 | $93.1K | Sell |
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|
2024
Q3 | $77.2K | Sell |
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|
2024
Q2 | $85.7K | Buy |
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|
2024
Q1 | $72.6K | Sell |
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|
2023
Q4 | $167K | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $193K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $55K | Buy |
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|
2022
Q1 | $36K | Buy |
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|
2021
Q4 | $47K | Buy |
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