Granite Bay Wealth Management’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 |
-216,617
| Closed | -$9.89M | – | 121 |
|
|
2023
Q4 | $9.89M | Sell |
216,617
-13,383
| -6% | -$611K | 0.09% | 80 |
|
|
2023
Q3 | $11.3M | Buy |
+230,000
| New | +$11.3M | 0.11% | 78 |
|
|
2023
Q2 | – | Sell |
-4,100
| Closed | -$239K | – | 51 |
|
|
2023
Q1 | $239K | Buy |
4,100
+18
| +0.4% | +$1.05K | 0.17% | 64 |
|
|
2022
Q4 | $226K | Sell |
4,082
-509
| -11% | -$28.2K | 0.15% | 59 |
|
|
2022
Q3 | $245K | Buy |
4,591
+225
| +5% | +$12K | 0.2% | 50 |
|
|
2022
Q2 | $251K | Buy |
4,366
+329
| +8% | +$18.9K | 0.19% | 49 |
|
|
2022
Q1 | $432K | Buy |
4,037
+1,355
| +51% | +$145K | 0.35% | 38 |
|
|
2021
Q4 | $408K | Buy |
+2,682
| New | +$408K | 0.4% | 35 |
|