McClarren Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-81
| Closed | – | – | 142 |
|
|
2025
Q1 | $0 | Buy |
+81
| New | – | ﹤0.01% | 296 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 365 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 312 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 88 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 313 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 297 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 278 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 231 |
|