LSAG
Lake Street Advisors Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27,811
| Closed | -$4.24M | – | 313 |
|
|
2021
Q4 | $4.24M | Buy |
+27,811
| New | +$4.24M | 0.27% | 59 |
|
|
2021
Q2 | – | Sell |
-27,957
| Closed | -$5.66M | – | 333 |
|
|
2021
Q1 | $5.66M | Sell |
27,957
-4
| -0% | -$810 | 0.46% | 37 |
|
|
2020
Q4 | $6.22M | Buy |
27,961
+18,790
| +205% | +$4.18M | 0.51% | 37 |
|
|
2020
Q3 | $1.97M | Buy |
9,171
+1,104
| +14% | +$238K | 0.19% | 55 |
|
|
2020
Q2 | $1.39M | Buy |
8,067
+224
| +3% | +$38.6K | 0.14% | 67 |
|
|
2020
Q1 | $725K | Buy |
7,843
+109
| +1% | +$10.1K | 0.09% | 91 |
|
|
2019
Q4 | $573K | Buy |
7,734
+97
| +1% | +$7.19K | 0.06% | 107 |
|
|
2019
Q3 | $473K | Sell |
7,637
-31
| -0.4% | -$1.92K | 0.05% | 100 |
|
|
2019
Q2 | $381K | Buy |
7,668
+132
| +2% | +$6.56K | 0.04% | 122 |
|
|
2019
Q1 | $391K | Buy |
+7,536
| New | +$391K | 0.04% | 127 |
|