Legal Advantage Investments’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,965
| Closed | -$296K | – | 99 |
|
|
2024
Q1 | $296K | Sell |
4,965
-50
| -1% | -$2.98K | 0.17% | 87 |
|
|
2023
Q4 | $298K | Hold |
5,015
| – | – | 0.18% | 86 |
|
|
2023
Q3 | $211K | Hold |
5,015
| – | – | 0.15% | 88 |
|
|
2023
Q2 | $256K | Hold |
5,015
| – | – | 0.17% | 88 |
|
|
2023
Q1 | $292K | Buy |
5,015
+1,000
| +25% | +$58.3K | 0.21% | 85 |
|
|
2022
Q4 | $223K | Hold |
4,015
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $215K | Hold |
4,015
| – | – | 0.2% | 80 |
|
|
2022
Q2 | $230K | Buy |
4,015
+1,000
| +33% | +$57.3K | 0.22% | 69 |
|
|
2022
Q1 | $323K | Buy |
+3,015
| New | +$323K | 0.24% | 67 |
|
|
2021
Q4 | – | Sell |
-3,925
| Closed | -$1.01M | – | 80 |
|
|
2021
Q3 | $1.01M | Sell |
3,925
-75
| -2% | -$19.3K | 0.68% | 46 |
|
|
2021
Q2 | $1.12M | Hold |
4,000
| – | – | 0.77% | 40 |
|
|
2021
Q1 | $810K | Hold |
4,000
| – | – | 0.61% | 44 |
|
|
2020
Q4 | $889K | Buy |
+4,000
| New | +$889K | 0.69% | 44 |
|