MSFP
Mark Sheptoff Financial Planning’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73K | Sell |
35
-265
| -88% | -$20.6K | ﹤0.01% | 451 |
|
|
2025
Q1 | $24.4K | Buy |
+300
| New | +$24.4K | 0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$11K | – | 381 |
|
|
2020
Q4 | $11K | Hold |
50
| – | – | 0.01% | 264 |
|
|
2020
Q3 | $11K | Buy |
+50
| New | +$11K | 0.01% | 230 |
|