Executive Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.08M | Sell |
34,262
-3,398
| -9% | -$306K | 0.24% | 104 |
|
|
2024
Q3 | $2.34M | Buy |
+37,660
| New | +$2.34M | 0.18% | 111 |
|
|
2024
Q2 | – | Sell |
-38,737
| Closed | -$2.26M | – | 151 |
|
|
2024
Q1 | $2.26M | Sell |
38,737
-6,240
| -14% | -$363K | 0.2% | 102 |
|
|
2023
Q4 | $2.67M | Buy |
44,977
+21,168
| +89% | +$1.26M | 0.25% | 83 |
|
|
2023
Q3 | $1,000K | Buy |
+23,809
| New | +$1,000K | 0.1% | 123 |
|