Kingswood Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
5,257
-58
| -1% | -$4.52K | 0.03% | 471 |
|
|
2025
Q1 | $433K | Sell |
5,315
-62
| -1% | -$5.05K | 0.04% | 435 |
|
|
2024
Q4 | $484K | Buy |
+5,377
| New | +$484K | 0.04% | 449 |
|
|
2024
Q3 | – | Sell |
-4,509
| Closed | -$241K | – | 690 |
|
|
2024
Q2 | $241K | Sell |
4,509
-108
| -2% | -$5.78K | 0.02% | 584 |
|
|
2024
Q1 | $275K | Sell |
4,617
-153
| -3% | -$9.11K | 0.03% | 508 |
|
|
2023
Q4 | $284K | Buy |
4,770
+91
| +2% | +$5.41K | 0.03% | 491 |
|
|
2023
Q3 | $197K | Sell |
4,679
-1,441
| -24% | -$60.5K | 0.03% | 391 |
|
|
2023
Q2 | $313K | Buy |
+6,120
| New | +$313K | 0.1% | 193 |
|