Plante Moran Financial Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$29.7K | – | 872 |
|
|
2023
Q4 | $29.7K | Sell |
500
-500
| -50% | -$29.7K | ﹤0.01% | 389 |
|
|
2023
Q3 | $42K | Hold |
1,000
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $51.1K | Hold |
1,000
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $58.3K | Hold |
1,000
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $55.4K | Hold |
1,000
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $53K | Hold |
1,000
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $57K | Sell |
1,000
-20
| -2% | -$1.14K | 0.01% | 294 |
|
|
2022
Q1 | $109K | Buy |
1,020
+20
| +2% | +$2.14K | 0.02% | 218 |
|
|
2021
Q4 | $152K | Hold |
1,000
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $257K | Hold |
1,000
| – | – | 0.06% | 157 |
|
|
2021
Q2 | $280K | Sell |
1,000
-41
| -4% | -$11.5K | 0.07% | 140 |
|
|
2021
Q1 | $211K | Hold |
1,041
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $231K | Buy |
1,041
+450
| +76% | +$99.9K | 0.07% | 151 |
|
|
2020
Q3 | $127K | Buy |
+591
| New | +$127K | 0.04% | 210 |
|
|
2019
Q4 | – | Sell |
-416
| Closed | -$26K | – | 786 |
|
|
2019
Q3 | $26K | Buy |
+416
| New | +$26K | 0.01% | 445 |
|