Institutional & Family Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.9K | Sell |
334
-7
| -2% | -$375 | ﹤0.01% | 350 |
|
|
2024
Q1 | $20.3K | Sell |
341
-20
| -6% | -$1.19K | ﹤0.01% | 325 |
|
|
2023
Q4 | $21.5K | Sell |
361
-4
| -1% | -$238 | ﹤0.01% | 309 |
|
|
2023
Q3 | $15.3K | Hold |
365
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $18.6K | Sell |
365
-7
| -2% | -$358 | ﹤0.01% | 318 |
|
|
2023
Q1 | $21.7K | Sell |
372
-20
| -5% | -$1.17K | ﹤0.01% | 297 |
|
|
2022
Q4 | $21.7K | Buy |
392
+2
| +0.5% | +$111 | ﹤0.01% | 297 |
|
|
2022
Q3 | $21K | Hold |
390
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $22K | Hold |
390
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $42K | Buy |
390
+56
| +17% | +$6.03K | 0.01% | 270 |
|
|
2021
Q4 | $51K | Buy |
334
+44
| +15% | +$6.72K | 0.01% | 265 |
|
|
2021
Q3 | $75K | Buy |
290
+96
| +49% | +$24.8K | 0.01% | 270 |
|
|
2021
Q2 | $54K | Buy |
194
+63
| +48% | +$17.5K | 0.01% | 322 |
|
|
2021
Q1 | $27K | Buy |
+131
| New | +$27K | 0.01% | 449 |
|