NFC
DOCU

Northeast Financial Consultants’s DocuSign DOCU Stock Holding History

Northeast Financial Consultants’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,390
Closed -$256K – 303
2023
Q1 		$256K Buy
+4,390
New +$262K 0.02% 263
2022
Q4 		– Sell
-6,725
Closed -$360K – 329
2022
Q3 		$360K Buy
6,725
+1,200
+22% +$75.2K 0.03% 238
2022
Q2 		$317K Sell
5,525
-6,622
-55% -$536K 0.02% 249
2022
Q1 		$1.3M Buy
12,147
+77
+0.6% +$8.84K 0.08% 135
2021
Q4 		$1.84M Buy
12,070
+8,732
+262% +$1.99M 0.11% 101
2021
Q3 		$859K Buy
3,338
+1,033
+45% +$298K 0.06% 174
2021
Q2 		$644K Buy
2,305
+719
+45% +$161K 0.04% 191
2021
Q1 		$321K Buy
+1,586
New +$368K 0.02% 264

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