Financial Architects (New Jersey)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-886
| Closed | -$228K | – | 338 |
|
|
2021
Q3 | $228K | Hold |
886
| – | – | 0.03% | 298 |
|
|
2021
Q2 | $248K | Buy |
+886
| New | +$248K | 0.04% | 302 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1006 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1132 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$21K | – | 1234 |
|
|
2018
Q3 | $21K | Buy |
+400
| New | +$21K | ﹤0.01% | 781 |
|