MPS Loria Financial Planners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-881
| Closed | -$226K | – | 81 |
|
|
2021
Q3 | $226K | Hold |
881
| – | – | 0.1% | 73 |
|
|
2021
Q2 | $246K | Buy |
881
+31
| +4% | +$8.66K | 0.11% | 70 |
|
|
2021
Q1 | $172K | Sell |
850
-300
| -26% | -$60.7K | 0.08% | 88 |
|
|
2020
Q4 | $256K | Hold |
1,150
| – | – | 0.12% | 66 |
|
|
2020
Q3 | $248K | Sell |
1,150
-200
| -15% | -$43.1K | 0.13% | 61 |
|
|
2020
Q2 | $232K | Buy |
+1,350
| New | +$232K | 0.12% | 61 |
|
|
2019
Q1 | – | Sell |
-6,947
| Closed | -$278K | – | 72 |
|
|
2018
Q4 | $278K | Buy |
+6,947
| New | +$278K | 0.2% | 51 |
|