Icon Wealth Partners’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 |
-21,072
| Closed | -$1.08M | – | 404 |
|
|
2023
Q2 | $1.08M | Sell |
21,072
-1,225
| -5% | -$62.6K | 0.11% | 128 |
|
|
2023
Q1 | $1.3M | Buy |
+22,297
| New | +$1.3M | 0.14% | 120 |
|
|
2022
Q2 | $1.46M | Buy |
25,387
+2,760
| +12% | +$158K | 0.17% | 115 |
|
|
2022
Q1 | $2.42M | Buy |
22,627
+16,432
| +265% | +$1.76M | 0.24% | 90 |
|
|
2021
Q4 | $944K | Buy |
6,195
+4,911
| +382% | +$748K | 0.09% | 153 |
|
|
2021
Q3 | $331K | Buy |
1,284
+418
| +48% | +$108K | 0.03% | 268 |
|
|
2021
Q2 | $242K | Buy |
+866
| New | +$242K | 0.03% | 325 |
|