Global Retirement Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+2,673
| New | +$208K | 0.01% | 1070 |
|
|
2024
Q4 | $203K | Buy |
2,253
+1,198
| +114% | +$108K | 0.01% | 949 |
|
|
2024
Q3 | $65.5K | Buy |
1,055
+366
| +53% | +$22.7K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $36.9K | Sell |
689
-9
| -1% | -$482 | ﹤0.01% | 1696 |
|
|
2024
Q1 | $41.6K | Buy |
698
+33
| +5% | +$1.97K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $41.7K | Buy |
665
+26
| +4% | +$1.63K | ﹤0.01% | 1443 |
|
|
2023
Q3 | $26.5K | Buy |
639
+2
| +0.3% | +$83 | ﹤0.01% | 1535 |
|
|
2023
Q2 | $32.5K | Sell |
637
-35
| -5% | -$1.79K | ﹤0.01% | 1464 |
|
|
2023
Q1 | $31.9K | Buy |
672
+401
| +148% | +$19K | ﹤0.01% | 1437 |
|
|
2022
Q4 | $15K | Sell |
271
-524
| -66% | -$29K | ﹤0.01% | 1605 |
|
|
2022
Q3 | $38K | Buy |
795
+530
| +200% | +$25.3K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $15K | Sell |
265
-250
| -49% | -$14.2K | ﹤0.01% | 1463 |
|
|
2022
Q1 | $37K | Buy |
+515
| New | +$37K | ﹤0.01% | 1116 |
|
|
2021
Q4 | – | Sell |
-303
| Closed | -$78K | – | 597 |
|
|
2021
Q3 | $78K | Buy |
303
+40
| +15% | +$10.3K | 0.01% | 719 |
|
|
2021
Q2 | $74K | Sell |
263
-30
| -10% | -$8.44K | 0.01% | 718 |
|
|
2021
Q1 | $59K | Buy |
293
+43
| +17% | +$8.66K | 0.01% | 720 |
|
|
2020
Q4 | $56K | Buy |
250
+95
| +61% | +$21.3K | 0.01% | 689 |
|
|
2020
Q3 | $33K | Buy |
155
+30
| +24% | +$6.39K | ﹤0.01% | 752 |
|
|
2020
Q2 | $22K | Buy |
125
+20
| +19% | +$3.52K | ﹤0.01% | 869 |
|
|
2020
Q1 | $10K | Buy |
+105
| New | +$10K | ﹤0.01% | 1021 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11K | – | 1537 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 970 |
|