Financial Synergies Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-53
| Closed | -$3.16K | – | 169 |
|
|
2024
Q1 | $3.16K | Hold |
53
| – | – | ﹤0.01% | 289 |
|
|
2023
Q4 | $2.94K | Hold |
53
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $2.23K | Hold |
53
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $2.71K | Hold |
53
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $3.09K | Hold |
53
| – | – | ﹤0.01% | 283 |
|
|
2022
Q4 | $2.94K | Hold |
53
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $2.83K | Hold |
53
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $3.04K | Buy |
+53
| New | +$3.04K | ﹤0.01% | 212 |
|