Loring Wolcott & Coolidge Fiduciary Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 609 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 608 |
|
|
2022
Q1 | $3K | Sell |
30
-27
| -47% | -$2.7K | ﹤0.01% | 606 |
|
|
2021
Q4 | $9K | Buy |
57
+1
| +2% | +$158 | ﹤0.01% | 612 |
|
|
2021
Q3 | $14K | Buy |
56
+10
| +22% | +$2.5K | ﹤0.01% | 552 |
|
|
2021
Q2 | $13K | Buy |
+46
| New | +$13K | ﹤0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$3K | – | 413 |
|
|
2020
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 724 |
|