Institutional & Family Asset Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.9K | Sell |
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|
2024
Q1 | $20.3K | Sell |
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|
2023
Q4 | $21.5K | Sell |
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|
2023
Q3 | $15.3K | Hold |
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|
2023
Q2 | $18.6K | Sell |
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|
2023
Q1 | $21.7K | Sell |
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|
2022
Q4 | $21.7K | Buy |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $42K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | $27K | Buy |
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