LAM
LifePro Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,899
| Closed | -$203K | – | 120 |
|
|
2022
Q1 | $203K | Buy |
1,899
+81
| +4% | +$8.66K | 0.07% | 123 |
|
|
2021
Q4 | $277K | Buy |
+1,818
| New | +$277K | 0.08% | 105 |
|
|
2021
Q2 | – | Sell |
-65,706
| Closed | -$13.3M | – | 91 |
|
|
2021
Q1 | $13.3M | Buy |
65,706
+7,510
| +13% | +$1.52M | 4.21% | 10 |
|
|
2020
Q4 | $12.9M | Buy |
58,196
+8,530
| +17% | +$1.9M | 4.02% | 9 |
|
|
2020
Q3 | $10.7M | Buy |
49,666
+9,832
| +25% | +$2.12M | 5.47% | 6 |
|
|
2020
Q2 | $6.86M | Buy |
+39,834
| New | +$6.86M | 5.92% | 8 |
|