Integrated Advisors Network’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,492
| Closed | -$217K | – | 705 |
|
|
2024
Q3 | $217K | Buy |
+3,492
| New | +$217K | 0.01% | 666 |
|
|
2022
Q3 | – | Sell |
-3,548
| Closed | -$204K | – | 652 |
|
|
2022
Q2 | $204K | Buy |
3,548
+1,489
| +72% | +$85.6K | 0.01% | 616 |
|
|
2022
Q1 | $221K | Sell |
2,059
-235
| -10% | -$25.2K | 0.01% | 616 |
|
|
2021
Q4 | $349K | Sell |
2,294
-2,459
| -52% | -$374K | 0.02% | 493 |
|
|
2021
Q3 | $1.22M | Sell |
4,753
-14
| -0.3% | -$3.61K | 0.08% | 220 |
|
|
2021
Q2 | $1.33M | Sell |
4,767
-822
| -15% | -$230K | 0.1% | 194 |
|
|
2021
Q1 | $1.13M | Buy |
5,589
+2,193
| +65% | +$444K | 0.1% | 192 |
|
|
2020
Q4 | $755K | Buy |
3,396
+734
| +28% | +$163K | 0.08% | 229 |
|
|
2020
Q3 | $573K | Sell |
2,662
-2,657
| -50% | -$572K | 0.07% | 233 |
|
|
2020
Q2 | $916K | Buy |
+5,319
| New | +$916K | 0.11% | 195 |
|