JPLA
DOCU

Joseph P. Lucia & Associates’s DocuSign DOCU Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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 +$6.31K ﹤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% -$16.8K 0.02% 274
2021
Q1 		$35K Sell
175
-3
-2% -$696 0.02% 232
2020
Q4 		$40K Buy
+178
New +$40K 0.03% 196

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