GoalVest Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Hold |
181
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $14.7K | Hold |
181
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $16.3K | Hold |
181
| – | – | ﹤0.01% | 259 |
|
|
2024
Q3 | $11.2K | Hold |
181
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $9.68K | Hold |
181
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $10.8K | Hold |
181
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $10.8K | Hold |
181
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $7.6K | Hold |
181
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $9.25K | Hold |
181
| – | – | ﹤0.01% | 256 |
|
|
2023
Q1 | $10.6K | Sell |
181
-4,013
| -96% | -$234K | 0.01% | 184 |
|
|
2022
Q4 | $232K | Hold |
4,194
| – | – | 0.15% | 68 |
|
|
2022
Q3 | $224K | Hold |
4,194
| – | – | 0.16% | 71 |
|
|
2022
Q2 | $274K | Sell |
4,194
-31
| -0.7% | -$2.03K | 0.17% | 106 |
|
|
2022
Q1 | $453K | Buy |
+4,225
| New | +$453K | 0.26% | 92 |
|
|
2021
Q2 | $627K | Sell |
2,243
-267
| -11% | -$74.6K | 0.39% | 72 |
|
|
2021
Q1 | $508K | Buy |
+2,510
| New | +$508K | 0.38% | 84 |
|