J.W. Cole Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $623K | Sell |
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|
2025
Q2 | $710K | Buy |
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|
2025
Q1 | $721K | Buy |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $992K | Buy |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $774K | Sell |
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|
2020
Q3 | $1.78M | Buy |
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