Personal CFO Solutions’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,801
| Closed | -$296K | – | 467 |
|
|
2023
Q2 | $296K | Sell |
5,801
-21
| -0.4% | -$1.07K | 0.06% | 333 |
|
|
2023
Q1 | $339K | Buy |
5,822
+149
| +3% | +$8.69K | 0.07% | 273 |
|
|
2022
Q4 | $314K | Sell |
5,673
-565
| -9% | -$31.3K | 0.07% | 280 |
|
|
2022
Q3 | $334K | Buy |
6,238
+229
| +4% | +$12.3K | 0.08% | 230 |
|
|
2022
Q2 | $345K | Sell |
6,009
-528
| -8% | -$30.3K | 0.08% | 237 |
|
|
2022
Q1 | $700K | Buy |
6,537
+3,463
| +113% | +$371K | 0.14% | 141 |
|
|
2021
Q4 | $468K | Buy |
3,074
+1,364
| +80% | +$208K | 0.09% | 209 |
|
|
2021
Q3 | $440K | Buy |
1,710
+13
| +0.8% | +$3.35K | 0.09% | 206 |
|
|
2021
Q2 | $474K | Buy |
1,697
+218
| +15% | +$60.9K | 0.1% | 195 |
|
|
2021
Q1 | $299K | Buy |
+1,479
| New | +$299K | 0.06% | 259 |
|