Heritage Wealth Management (Arizona)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.22K | Buy |
40
+20
| +100% | +$1.11K | ﹤0.01% | 972 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 929 |
|
|
2022
Q2 | $1.15K | Hold |
20
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 890 |
|
|
2021
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 717 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 660 |
|