Garden State Investment Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Buy |
3,028
+42
| +1% | +$3.27K | 0.06% | 238 |
|
2025
Q1 | $243K | Buy |
2,986
+700
| +31% | +$57K | 0.08% | 209 |
|
2024
Q4 | $206K | Buy |
+2,286
| New | +$206K | 0.06% | 224 |
|
2024
Q1 | – | Sell |
-2,772
| Closed | -$165K | – | 224 |
|
2023
Q4 | $165K | Sell |
2,772
-2,810
| -50% | -$167K | 0.07% | 198 |
|
2023
Q3 | $234K | Buy |
5,582
+1,050
| +23% | +$44.1K | 0.11% | 158 |
|
2023
Q2 | $232K | Buy |
+4,532
| New | +$232K | 0.09% | 172 |
|