ICA Group 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
Q2 | $4.82K | Sell |
90
-400
| -82% | -$21.4K | ﹤0.01% | 589 |
|
|
2024
Q1 | $29.2K | Sell |
490
-165
| -25% | -$9.83K | 0.01% | 672 |
|
|
2023
Q4 | $38.9K | Buy |
+655
| New | +$38.9K | 0.01% | 571 |
|
|
2023
Q3 | – | Sell |
-1,231
| Closed | -$62.9K | – | 456 |
|
|
2023
Q2 | $62.9K | Sell |
1,231
-240
| -16% | -$12.3K | 0.02% | 445 |
|
|
2023
Q1 | $85.8K | Sell |
1,471
-890
| -38% | -$51.9K | 0.02% | 363 |
|
|
2022
Q4 | $131K | Buy |
+2,361
| New | +$131K | 0.03% | 311 |
|
|
2022
Q3 | – | Sell |
-3,528
| Closed | -$233K | – | 369 |
|
|
2022
Q2 | $233K | Sell |
3,528
-35
| -1% | -$2.31K | 0.04% | 330 |
|
|
2022
Q1 | $300K | Buy |
+3,563
| New | +$300K | 0.06% | 278 |
|