RDIA
RE Dickinson Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-34
| Closed | -$1K | – | 235 |
|
|
2023
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 361 |
|
|
2022
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $2 | Hold |
34
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 226 |
|
|
2021
Q4 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 211 |
|