FHA
Flagship Harbor Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
4,812
-152
| -3% | -$11.8K | 0.02% | 555 |
|
|
2025
Q1 | $404K | Buy |
4,964
+370
| +8% | +$30.1K | 0.02% | 491 |
|
|
2024
Q4 | $413K | Sell |
4,594
-80
| -2% | -$7.2K | 0.02% | 477 |
|
|
2024
Q3 | $290K | Buy |
+4,674
| New | +$290K | 0.02% | 573 |
|
|
2024
Q1 | $571K | Sell |
9,585
-204
| -2% | -$12.1K | 0.04% | 353 |
|
|
2023
Q4 | $582K | Buy |
9,789
+61
| +0.6% | +$3.63K | 0.04% | 328 |
|
|
2023
Q3 | $409K | Buy |
9,728
+3,279
| +51% | +$138K | 0.03% | 386 |
|
|
2023
Q2 | $329K | Buy |
6,449
+679
| +12% | +$34.7K | 0.03% | 447 |
|
|
2023
Q1 | $336K | Buy |
5,770
+23
| +0.4% | +$1.34K | 0.03% | 451 |
|
|
2022
Q4 | $318K | Sell |
5,747
-1,342
| -19% | -$74.4K | 0.03% | 449 |
|
|
2022
Q3 | $379K | Buy |
7,089
+194
| +3% | +$10.4K | 0.04% | 374 |
|
|
2022
Q2 | $396K | Sell |
6,895
-1,418
| -17% | -$81.4K | 0.04% | 369 |
|
|
2022
Q1 | $890K | Sell |
8,313
-131
| -2% | -$14K | 0.09% | 239 |
|
|
2021
Q4 | $1.29M | Buy |
8,444
+1,043
| +14% | +$159K | 0.12% | 188 |
|
|
2021
Q3 | $2.07M | Hold |
7,401
| – | – | 0.22% | 105 |
|
|
2021
Q2 | $2.07M | Sell |
7,401
-529
| -7% | -$148K | 0.22% | 105 |
|
|
2021
Q1 | $1.61M | Sell |
7,930
-292
| -4% | -$59.1K | 0.18% | 134 |
|
|
2020
Q4 | $1.83M | Buy |
8,222
+242
| +3% | +$53.8K | 0.23% | 102 |
|
|
2020
Q3 | $1.72M | Buy |
7,980
+554
| +7% | +$119K | 0.23% | 88 |
|
|
2020
Q2 | $1.28M | Buy |
7,426
+1,984
| +36% | +$341K | 0.19% | 115 |
|
|
2020
Q1 | $503K | Buy |
5,442
+1,761
| +48% | +$163K | 0.1% | 195 |
|
|
2019
Q4 | $273K | Buy |
3,681
+1,218
| +49% | +$90.3K | 0.05% | 364 |
|
|
2019
Q3 | $152K | Sell |
2,463
-185
| -7% | -$11.4K | 0.03% | 478 |
|
|
2019
Q2 | $131K | Buy |
2,648
+1,290
| +95% | +$63.8K | 0.03% | 502 |
|
|
2019
Q1 | $70K | Sell |
1,358
-88
| -6% | -$4.54K | 0.01% | 662 |
|
|
2018
Q4 | $57K | Sell |
1,446
-3,380
| -70% | -$133K | 0.01% | 666 |
|
|
2018
Q3 | $236K | Sell |
4,826
-443
| -8% | -$21.7K | 0.04% | 369 |
|
|
2018
Q2 | $278K | Buy |
+5,269
| New | +$278K | 0.06% | 303 |
|