Kingsview Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $216K | Buy |
|
|||||
|
2024
Q4 | $226K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $202K | Sell |
|
|||||
|
2023
Q1 | $959K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $239K | Buy |
|
|||||
|
2021
Q3 | $312K | Buy |
|
|||||
|
2021
Q2 | $267K | Sell |
|
|||||
|
2021
Q1 | $424K | Buy |
|
|||||
|
2020
Q4 | $295K | Buy |
|
|||||
|
2020
Q3 | $220K | Buy |
|