Gradient Investments’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-405
| Closed | -$21.7K | – | 560 |
|
|
2024
Q2 | $21.7K | Hold |
405
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $24.1K | Sell |
405
-843
| -68% | -$50.2K | ﹤0.01% | 515 |
|
|
2023
Q4 | $74.2K | Sell |
1,248
-405
| -25% | -$24.1K | ﹤0.01% | 469 |
|
|
2023
Q3 | $69.4K | Hold |
1,653
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $84.5K | Buy |
1,653
+810
| +96% | +$41.4K | ﹤0.01% | 426 |
|
|
2023
Q1 | $49.1K | Sell |
843
-33
| -4% | -$1.92K | ﹤0.01% | 501 |
|
|
2022
Q4 | $48.6K | Sell |
876
-101
| -10% | -$5.6K | ﹤0.01% | 514 |
|
|
2022
Q3 | $52K | Sell |
977
-175
| -15% | -$9.31K | ﹤0.01% | 478 |
|
|
2022
Q2 | $66K | Sell |
1,152
-155,127
| -99% | -$8.89M | ﹤0.01% | 428 |
|
|
2022
Q1 | $16.7M | Buy |
156,279
+58,361
| +60% | +$6.25M | 0.43% | 51 |
|
|
2021
Q4 | $14.9M | Buy |
97,918
+51,513
| +111% | +$7.85M | 0.38% | 58 |
|
|
2021
Q3 | $11.9M | Buy |
46,405
+2,421
| +6% | +$623K | 0.33% | 82 |
|
|
2021
Q2 | $12.3M | Buy |
43,984
+4,561
| +12% | +$1.28M | 0.36% | 60 |
|
|
2021
Q1 | $7.98M | Buy |
39,423
+39,413
| +394,130% | +$7.98M | 0.26% | 111 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 948 |
|
|
2020
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 870 |
|