Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-126
Closed -$8K 244
2023
Q4
$8K Buy
126
+13
+12% +$596 ﹤0.01% 359
2023
Q3
$5K Buy
113
+68
+151% +$3.33K ﹤0.01% 383
2023
Q2
$2K Buy
45
+14
+45% +$741 ﹤0.01% 441
2023
Q1
$2K Sell
31
-224
-88% -$13.4K ﹤0.01% 413
2022
Q4
$14K Hold
255
﹤0.01% 313
2022
Q3
$14K Buy
+255
New +$16K ﹤0.01% 301
2021
Q4
Sell
-300
Closed -$77K 394
2021
Q3
$77K Sell
300
-80
-21% -$23.1K 0.01% 309
2021
Q2
$106K Sell
380
-100
-21% -$22.4K ﹤0.01% 327
2021
Q1
$97K Hold
480
﹤0.01% 302
2020
Q4
$107K Sell
480
-1,429
-75% -$321K ﹤0.01% 276
2020
Q3
$411K Buy
+1,909
New +$396K 0.01% 219

Other funds holding DOCU