Prairie Wealth Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $665K | Buy |
8,534
+165
| +2% | +$12.9K | 0.28% | 65 |
|
2025
Q1 | $681K | Sell |
8,369
-30
| -0.4% | -$2.44K | 0.34% | 62 |
|
2024
Q4 | $755K | Sell |
8,399
-620
| -7% | -$55.8K | 0.36% | 60 |
|
2024
Q3 | $560K | Sell |
9,019
-645
| -7% | -$40K | 0.28% | 70 |
|
2024
Q2 | $517K | Sell |
9,664
-1,159
| -11% | -$62K | 0.26% | 71 |
|
2024
Q1 | $645K | Buy |
+10,823
| New | +$645K | 0.3% | 67 |
|