Golden State Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
252
+183
| +265% | +$14.3K | ﹤0.01% | 889 |
|
|
2025
Q1 | $5.62K | Buy |
69
+7
| +11% | +$570 | ﹤0.01% | 1143 |
|
|
2024
Q4 | $5.58K | Buy |
+62
| New | +$5.58K | ﹤0.01% | 1101 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$14K | – | 1061 |
|
|
2019
Q2 | $14K | Sell |
300
-1,300
| -81% | -$60.7K | ﹤0.01% | 677 |
|
|
2019
Q1 | $83K | Buy |
+1,600
| New | +$83K | 0.03% | 353 |
|