MCIA
Mountain Capital Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,414
| Closed | -$438K | – | 80 |
|
|
2022
Q3 | $438K | Buy |
+9,414
| New | +$438K | 0.23% | 77 |
|
|
2022
Q2 | – | Sell |
-6,640
| Closed | -$675K | – | 82 |
|
|
2022
Q1 | $675K | Buy |
6,640
+4,875
| +276% | +$496K | 0.32% | 74 |
|
|
2021
Q4 | $251K | Buy |
+1,765
| New | +$251K | 0.11% | 111 |
|