Financial Gravity Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17
| Closed | -$1.03K | – | 1721 |
|
|
2024
Q1 | $1.03K | Buy |
+17
| New | +$1.03K | ﹤0.01% | 1234 |
|
|
2023
Q3 | – | Sell |
-51
| Closed | -$96 | – | 1388 |
|
|
2023
Q2 | $96 | Buy |
+51
| New | +$96 | ﹤0.01% | 1309 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$84 | – | 1282 |
|
|
2022
Q4 | $84 | Buy |
+55
| New | +$84 | ﹤0.01% | 1140 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$11K | – | 1180 |
|
|
2019
Q4 | $11K | Hold |
150
| – | – | 0.01% | 1173 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | 0.01% | 617 |
|
|
2019
Q2 | $7K | Hold |
150
| – | – | 0.01% | 639 |
|
|
2019
Q1 | $8K | Buy |
+150
| New | +$8K | 0.01% | 594 |
|
|
2018
Q3 | $6K | Hold |
150
| – | – | 0.01% | 675 |
|
|
2018
Q2 | $8K | Buy |
+150
| New | +$8K | 0.01% | 610 |
|