Laurel Wealth Advisors (California)’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $399K | Sell |
7,207
-90
| -1% | -$4.98K | 0.04% | 416 |
|
|
2022
Q3 | $390K | Sell |
7,297
-433
| -6% | -$23.1K | 0.04% | 405 |
|
|
2022
Q2 | $444K | Buy |
7,730
+2,037
| +36% | +$117K | 0.05% | 388 |
|
|
2022
Q1 | $610K | Sell |
5,693
-30
| -0.5% | -$3.21K | 0.05% | 359 |
|
|
2021
Q4 | $871K | Buy |
+5,723
| New | +$871K | 0.07% | 298 |
|
|
2021
Q3 | – | Sell |
-858
| Closed | -$240K | – | 458 |
|
|
2021
Q2 | $240K | Buy |
+858
| New | +$240K | 0.03% | 455 |
|