Glassman Wealth Services’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 |
-86
| Closed | -$5.11K | – | 658 |
|
|
2023
Q4 | $5.11K | Buy |
86
+32
| +59% | +$1.9K | ﹤0.01% | 1072 |
|
|
2023
Q3 | $2.27K | Sell |
54
-111
| -67% | -$4.66K | ﹤0.01% | 1293 |
|
|
2023
Q2 | $8.43K | Sell |
165
-5
| -3% | -$255 | ﹤0.01% | 857 |
|
|
2023
Q1 | $9.91K | Hold |
170
| – | – | ﹤0.01% | 824 |
|
|
2022
Q4 | $9.42K | Sell |
170
-178
| -51% | -$9.86K | ﹤0.01% | 846 |
|
|
2022
Q3 | $19K | Sell |
348
-141
| -29% | -$7.7K | ﹤0.01% | 626 |
|
|
2022
Q2 | $28K | Buy |
489
+137
| +39% | +$7.85K | 0.01% | 530 |
|
|
2022
Q1 | $38K | Buy |
352
+281
| +396% | +$30.3K | 0.01% | 469 |
|
|
2021
Q4 | $11K | Sell |
71
-43
| -38% | -$6.66K | ﹤0.01% | 753 |
|
|
2021
Q3 | $29K | Buy |
114
+5
| +5% | +$1.27K | 0.01% | 479 |
|
|
2021
Q2 | $30K | Sell |
109
-43
| -28% | -$11.8K | 0.01% | 454 |
|
|
2021
Q1 | $31K | Sell |
152
-159
| -51% | -$32.4K | 0.01% | 421 |
|
|
2020
Q4 | $69K | Buy |
311
+160
| +106% | +$35.5K | 0.02% | 290 |
|
|
2020
Q3 | $33K | Sell |
151
-34
| -18% | -$7.43K | 0.01% | 355 |
|
|
2020
Q2 | $32K | Buy |
185
+179
| +2,983% | +$31K | 0.01% | 314 |
|
|
2020
Q1 | $1K | Sell |
6
-3
| -33% | -$500 | ﹤0.01% | 851 |
|
|
2019
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 894 |
|