Horan Securities’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$219 | – | 232 |
|
|
2023
Q2 | $219 | Hold |
4
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $250 | Buy |
4
+1
| +33% | +$63 | ﹤0.01% | 706 |
|
|
2022
Q4 | $140 | Hold |
3
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 435 |
|