Legacy Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $965K | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $821K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $39K | Buy |
|