Laurel Wealth Advisors (North Carolina)’s DocuSign DOCU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-50
| Closed | -$2.97K | – | 640 |
|
2023
Q4 | $2.97K | Hold |
50
| – | – | ﹤0.01% | 490 |
|
2023
Q3 | $2.1K | Hold |
50
| – | – | ﹤0.01% | 507 |
|
2023
Q2 | $2.56K | Hold |
50
| – | – | ﹤0.01% | 505 |
|
2023
Q1 | $2.92K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
2022
Q4 | $2.77K | Hold |
50
| – | – | ﹤0.01% | 467 |
|
2022
Q3 | $3K | Sell |
50
-100
| -67% | -$6K | ﹤0.01% | 455 |
|
2022
Q2 | $9K | Sell |
150
-7
| -4% | -$420 | ﹤0.01% | 391 |
|
2022
Q1 | $17K | Hold |
157
| – | – | ﹤0.01% | 361 |
|
2021
Q4 | $24K | Buy |
157
+100
| +175% | +$15.3K | ﹤0.01% | 324 |
|
2021
Q3 | $15K | Hold |
57
| – | – | ﹤0.01% | 369 |
|
2021
Q2 | $16K | Hold |
57
| – | – | ﹤0.01% | 405 |
|
2021
Q1 | $12K | Buy |
57
+7
| +14% | +$1.47K | ﹤0.01% | 404 |
|
2020
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 403 |
|