LA
Legacy Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,821
| Closed | -$277K | – | 232 |
|
|
2022
Q2 | $277K | Buy |
4,821
+37
| +0.8% | +$2.13K | 0.06% | 176 |
|
|
2022
Q1 | $512K | Buy |
4,784
+17
| +0.4% | +$1.82K | 0.1% | 122 |
|
|
2021
Q4 | $726K | Buy |
4,767
+1
| +0% | +$152 | 0.27% | 54 |
|
|
2021
Q3 | $1.23M | Buy |
4,766
+1
| +0% | +$257 | 0.49% | 33 |
|
|
2021
Q2 | $1.33M | Hold |
4,765
| – | – | 0.54% | 34 |
|
|
2021
Q1 | $965K | Hold |
4,765
| – | – | 0.43% | 41 |
|
|
2020
Q4 | $1.06M | Hold |
4,765
| – | – | 0.6% | 34 |
|
|
2020
Q3 | $1.03M | Hold |
4,765
| – | – | 0.68% | 30 |
|
|
2020
Q2 | $821K | Buy |
+4,765
| New | +$821K | 0.65% | 32 |
|
|
2019
Q2 | – | Sell |
-732
| Closed | -$38K | – | 377 |
|
|
2019
Q1 | $38K | Buy |
+732
| New | +$38K | 0.01% | 233 |
|
|
2018
Q4 | – | Sell |
-732
| Closed | -$38K | – | 191 |
|
|
2018
Q3 | $38K | Hold |
732
| – | – | 0.02% | 255 |
|
|
2018
Q2 | $39K | Buy |
+732
| New | +$39K | 0.03% | 206 |
|