IPG Investment Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,225
| Closed | -$333K | – | 187 |
|
|
2024
Q2 | $333K | Buy |
6,225
+1,000
| +19% | +$53.5K | 0.07% | 117 |
|
|
2024
Q1 | $311K | Buy |
+5,225
| New | +$311K | 0.07% | 125 |
|
|
2023
Q4 | – | Sell |
-10,395
| Closed | -$437K | – | 202 |
|
|
2023
Q3 | $437K | Buy |
10,395
+5,000
| +93% | +$210K | 0.1% | 112 |
|
|
2023
Q2 | $276K | Buy |
+5,395
| New | +$276K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-3,025
| Closed | -$324K | – | 172 |
|
|
2022
Q1 | $324K | Buy |
3,025
+1,220
| +68% | +$131K | 0.06% | 121 |
|
|
2021
Q4 | $275K | Buy |
+1,805
| New | +$275K | 0.05% | 152 |
|
|
2021
Q1 | – | Sell |
-2,135
| Closed | -$475K | – | 199 |
|
|
2020
Q4 | $475K | Buy |
+2,135
| New | +$475K | 0.11% | 99 |
|