JPLA
Joseph P. Lucia & Associates’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-55
| Closed | -$3K | – | 187 |
|
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 349 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$26K | – | 230 |
|
|
2021
Q3 | $26K | Hold |
100
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $28K | Sell |
100
-75
| -43% | -$21K | 0.02% | 274 |
|
|
2021
Q1 | $35K | Sell |
175
-3
| -2% | -$600 | 0.02% | 232 |
|
|
2020
Q4 | $40K | Buy |
+178
| New | +$40K | 0.03% | 196 |
|