J.W. Cole Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
9,114
+254
| +3% | +$19.8K | 0.02% | 799 |
|
|
2025
Q1 | $721K | Buy |
8,860
+539
| +6% | +$43.9K | 0.02% | 649 |
|
|
2024
Q4 | $748K | Buy |
8,321
+375
| +5% | +$33.7K | 0.03% | 501 |
|
|
2024
Q3 | $493K | Buy |
7,946
+155
| +2% | +$9.62K | 0.02% | 599 |
|
|
2024
Q2 | $417K | Hold |
7,791
| – | – | 0.02% | 575 |
|
|
2024
Q1 | $464K | Buy |
+7,791
| New | +$464K | 0.02% | 550 |
|
|
2023
Q2 | – | Sell |
-4,251
| Closed | -$248K | – | 775 |
|
|
2023
Q1 | $248K | Buy |
+4,251
| New | +$248K | 0.02% | 666 |
|
|
2022
Q2 | – | Sell |
-2,893
| Closed | -$310K | – | 746 |
|
|
2022
Q1 | $310K | Sell |
2,893
-2,069
| -42% | -$222K | 0.02% | 605 |
|
|
2021
Q4 | $756K | Buy |
4,962
+1,107
| +29% | +$169K | 0.05% | 355 |
|
|
2021
Q3 | $992K | Buy |
3,855
+677
| +21% | +$174K | 0.07% | 163 |
|
|
2021
Q2 | $888K | Sell |
3,178
-341
| -10% | -$95.3K | 0.07% | 297 |
|
|
2021
Q1 | $712K | Buy |
3,519
+39
| +1% | +$7.89K | 0.07% | 304 |
|
|
2020
Q4 | $774K | Sell |
3,480
-4,787
| -58% | -$1.06M | 0.08% | 259 |
|
|
2020
Q3 | $1.78M | Buy |
+8,267
| New | +$1.78M | 0.14% | 165 |
|