Lee Financial’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$1.78K | – | 338 |
|
|
2023
Q4 | $1.78K | Hold |
30
| – | – | ﹤0.01% | 763 |
|
|
2023
Q3 | $1.26K | Hold |
30
| – | – | ﹤0.01% | 757 |
|
|
2023
Q2 | $1.53K | Hold |
30
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $1.75K | Sell |
30
-20
| -40% | -$1.17K | ﹤0.01% | 700 |
|
|
2022
Q4 | $2.77K | Hold |
50
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 614 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$2K | – | 915 |
|
|
2021
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 606 |
|