Harbor Investment Advisory’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,012
| Closed | -$54.1K | – | 1192 |
|
|
2024
Q2 | $54.1K | Buy |
1,012
+2
| +0.2% | +$107 | 0.01% | 568 |
|
|
2024
Q1 | $60.1K | Hold |
1,010
| – | – | 0.01% | 549 |
|
|
2023
Q4 | $60K | Hold |
1,010
| – | – | 0.01% | 533 |
|
|
2023
Q3 | $42.4K | Sell |
1,010
-7
| -0.7% | -$294 | 0.01% | 575 |
|
|
2023
Q2 | $52K | Buy |
1,017
+7
| +0.7% | +$358 | 0.01% | 700 |
|
|
2023
Q1 | $58.9K | Sell |
1,010
-150
| -13% | -$8.75K | 0.01% | 664 |
|
|
2022
Q4 | $64.3K | Hold |
1,160
| – | – | 0.01% | 621 |
|
|
2022
Q3 | $62K | Sell |
1,160
-705
| -38% | -$37.7K | 0.01% | 611 |
|
|
2022
Q2 | $107K | Buy |
1,865
+130
| +7% | +$7.46K | 0.02% | 482 |
|
|
2022
Q1 | $186K | Sell |
1,735
-11,226
| -87% | -$1.2M | 0.02% | 393 |
|
|
2021
Q4 | $1.97M | Sell |
12,961
-2,319
| -15% | -$353K | 0.25% | 77 |
|
|
2021
Q3 | $3.93M | Sell |
15,280
-200
| -1% | -$51.5K | 0.53% | 37 |
|
|
2021
Q2 | $4.33M | Sell |
15,480
-99
| -0.6% | -$27.7K | 0.59% | 34 |
|
|
2021
Q1 | $3.15M | Sell |
15,579
-535
| -3% | -$108K | 0.47% | 43 |
|
|
2020
Q4 | $3.58M | Buy |
16,114
+2,305
| +17% | +$512K | 0.57% | 37 |
|
|
2020
Q3 | $2.97M | Sell |
13,809
-8,509
| -38% | -$1.83M | 0.57% | 40 |
|
|
2020
Q2 | $3.84M | Sell |
22,318
-560
| -2% | -$96.4K | 0.82% | 24 |
|
|
2020
Q1 | $2.11M | Sell |
22,878
-1,220
| -5% | -$113K | 0.57% | 42 |
|
|
2019
Q4 | $1.79M | Buy |
+24,098
| New | +$1.79M | 0.41% | 62 |
|