ORG
Optimist Retirement Group’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,757
| Closed | -$338K | – | 123 |
|
|
2024
Q4 | $338K | Sell |
3,757
-659
| -15% | -$59.3K | 0.16% | 59 |
|
|
2024
Q3 | $274K | Buy |
4,416
+161
| +4% | +$10K | 0.12% | 69 |
|
|
2024
Q2 | $228K | Buy |
4,255
+227
| +6% | +$12.1K | 0.12% | 90 |
|
|
2024
Q1 | $240K | Buy |
+4,028
| New | +$240K | 0.12% | 72 |
|