Focused Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$595 | – | 349 |
|
|
2023
Q4 | $595 | Hold |
10
| – | – | ﹤0.01% | 866 |
|
|
2023
Q3 | $420 | Hold |
10
| – | – | ﹤0.01% | 894 |
|
|
2023
Q2 | $511 | Hold |
10
| – | – | ﹤0.01% | 888 |
|
|
2023
Q1 | $583 | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2022
Q4 | $554 | Hold |
10
| – | – | ﹤0.01% | 899 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 791 |
|
|
2022
Q2 | $1K | Buy |
10
+7
| +233% | +$700 | ﹤0.01% | 767 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 962 |
|
|
2021
Q4 | $0 | Sell |
3
-100
| -97% | – | ﹤0.01% | 955 |
|
|
2021
Q3 | $27K | Buy |
+103
| New | +$27K | ﹤0.01% | 437 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$17K | – | 741 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 415 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 684 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 708 |
|