Lido Advisors’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 |
-3,959
| Closed | -$235K | – | 1223 |
|
|
2023
Q4 | $235K | Sell |
3,959
-1,305
| -25% | -$77.6K | ﹤0.01% | 1028 |
|
|
2023
Q3 | $221K | Buy |
5,264
+575
| +12% | +$24.1K | ﹤0.01% | 933 |
|
|
2023
Q2 | $240K | Sell |
4,689
-5,663
| -55% | -$289K | ﹤0.01% | 926 |
|
|
2023
Q1 | $604K | Buy |
10,352
+3,265
| +46% | +$190K | 0.01% | 555 |
|
|
2022
Q4 | $393K | Buy |
7,087
+830
| +13% | +$46K | ﹤0.01% | 622 |
|
|
2022
Q3 | $334K | Sell |
6,257
-574
| -8% | -$30.6K | ﹤0.01% | 626 |
|
|
2022
Q2 | $391K | Buy |
6,831
+842
| +14% | +$48.2K | 0.01% | 542 |
|
|
2022
Q1 | $641K | Sell |
5,989
-2,209
| -27% | -$236K | 0.01% | 461 |
|
|
2021
Q4 | $1.25M | Buy |
8,198
+617
| +8% | +$93.9K | 0.01% | 329 |
|
|
2021
Q3 | $1.95M | Buy |
7,581
+229
| +3% | +$58.9K | 0.03% | 244 |
|
|
2021
Q2 | $2.06M | Sell |
7,352
-608
| -8% | -$170K | 0.03% | 228 |
|
|
2021
Q1 | $1.61M | Buy |
7,960
+252
| +3% | +$51K | 0.03% | 233 |
|
|
2020
Q4 | $1.71M | Sell |
7,708
-2,024
| -21% | -$450K | 0.04% | 208 |
|
|
2020
Q3 | $2.1M | Buy |
9,732
+1,565
| +19% | +$337K | 0.05% | 149 |
|
|
2020
Q2 | $1.41M | Sell |
8,167
-435
| -5% | -$74.9K | 0.04% | 177 |
|
|
2020
Q1 | $795K | Buy |
8,602
+1,328
| +18% | +$123K | 0.03% | 234 |
|
|
2019
Q4 | $539K | Buy |
7,274
+796
| +12% | +$59K | 0.02% | 330 |
|
|
2019
Q3 | $401K | Buy |
6,478
+671
| +12% | +$41.5K | 0.02% | 339 |
|
|
2019
Q2 | $288K | Buy |
5,807
+1,187
| +26% | +$58.9K | 0.02% | 394 |
|
|
2019
Q1 | $239K | Buy |
+4,620
| New | +$239K | 0.02% | 412 |
|