JIC
Joel Isaacson & Co’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,825
| Closed | -$278K | – | 315 |
|
|
2021
Q4 | $278K | Hold |
1,825
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $470K | Hold |
1,825
| – | – | 0.04% | 188 |
|
|
2021
Q2 | $510K | Sell |
1,825
-600
| -25% | -$168K | 0.04% | 176 |
|
|
2021
Q1 | $491K | Sell |
2,425
-275
| -10% | -$55.7K | 0.04% | 157 |
|
|
2020
Q4 | $600K | Buy |
2,700
+100
| +4% | +$22.2K | 0.06% | 128 |
|
|
2020
Q3 | $560K | Hold |
2,600
| – | – | 0.07% | 116 |
|
|
2020
Q2 | $448K | Hold |
2,600
| – | – | 0.06% | 124 |
|
|
2020
Q1 | $240K | Buy |
+2,600
| New | +$240K | 0.04% | 158 |
|