FC
Financial Consulate’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,882
| Closed | -$926K | – | 64 |
|
|
2023
Q1 | $926K | Buy |
15,882
+33
| +0.2% | +$1.92K | 0.32% | 34 |
|
|
2022
Q4 | $878K | Hold |
15,849
| – | – | 0.31% | 45 |
|
|
2022
Q3 | $847K | Hold |
15,849
| – | – | 0.36% | 39 |
|
|
2022
Q2 | $909K | Hold |
15,849
| – | – | 0.43% | 36 |
|
|
2022
Q1 | $1.7M | Hold |
15,849
| – | – | 0.65% | 28 |
|
|
2021
Q4 | $2.41M | Hold |
15,849
| – | – | 0.84% | 22 |
|
|
2021
Q3 | $4.08M | Sell |
15,849
-100
| -0.6% | -$25.7K | 1.48% | 14 |
|
|
2021
Q2 | $4.46M | Sell |
15,949
-470
| -3% | -$131K | 1.61% | 13 |
|
|
2021
Q1 | $3.32M | Hold |
16,419
| – | – | 1.35% | 15 |
|
|
2020
Q4 | $3.65M | Hold |
16,419
| – | – | 1.57% | 12 |
|
|
2020
Q3 | $3.53M | Sell |
16,419
-1,100
| -6% | -$237K | 1.68% | 13 |
|
|
2020
Q2 | $3.02M | Hold |
17,519
| – | – | 1.53% | 15 |
|
|
2020
Q1 | $1.62M | Hold |
17,519
| – | – | 0.96% | 22 |
|
|
2019
Q4 | $1.3M | Sell |
17,519
-3,400
| -16% | -$252K | 0.57% | 29 |
|
|
2019
Q3 | $1.3M | Hold |
20,919
| – | – | 0.56% | 31 |
|
|
2019
Q2 | $1.04M | Sell |
20,919
-635
| -3% | -$31.6K | 0.47% | 38 |
|
|
2019
Q1 | $1.12M | Buy |
+21,554
| New | +$1.12M | 0.51% | 38 |
|