Householder Group Estate & Retirement Specialist’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2K | Sell |
26
-102
| -80% | -$7.85K | ﹤0.01% | 474 |
|
|
2024
Q3 | $7K | Sell |
128
-28
| -18% | -$1.53K | ﹤0.01% | 877 |
|
|
2024
Q2 | $8K | Buy |
156
+12
| +8% | +$615 | ﹤0.01% | 851 |
|
|
2024
Q1 | $8.58K | Hold |
144
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $8K | Sell |
144
-63
| -30% | -$3.5K | ﹤0.01% | 809 |
|
|
2023
Q3 | $8.69K | Buy |
+207
| New | +$8.69K | ﹤0.01% | 822 |
|
|
2023
Q1 | $171K | Buy |
+2,925
| New | +$171K | 0.07% | 215 |
|
|
2022
Q4 | – | Sell |
-3,654
| Closed | -$195K | – | 499 |
|
|
2022
Q3 | $195K | Sell |
3,654
-1,342
| -27% | -$71.6K | 0.08% | 185 |
|
|
2022
Q2 | $287K | Sell |
4,996
-2,029
| -29% | -$117K | 0.13% | 157 |
|
|
2022
Q1 | $753K | Sell |
7,025
-2,291
| -25% | -$246K | 0.3% | 88 |
|
|
2021
Q4 | $1.42M | Buy |
+9,316
| New | +$1.42M | 0.53% | 49 |
|