MPS Loria Financial Planners’s DocuSign DOCU Stock Holding History

MPS Loria Financial Planners’s Portfolio DOCU Stock Details DOCU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$226K	Hold
2021 Q2	$246K	Buy
2021 Q1	$172K	Sell
2020 Q4	$256K	Hold
2020 Q3	$248K	Sell
2020 Q2	$232K	Buy
2019 Q1	–	Sell
2018 Q4	$278K	Buy