Salem Investment Counselors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.19K | Hold |
118
| – | – | ﹤0.01% | 869 |
|
2025
Q1 | $9.61K | Hold |
118
| – | – | ﹤0.01% | 842 |
|
2024
Q4 | $10.6K | Hold |
118
| – | – | ﹤0.01% | 825 |
|
2024
Q3 | $7.33K | Hold |
118
| – | – | ﹤0.01% | 875 |
|
2024
Q2 | $6.31K | Hold |
118
| – | – | ﹤0.01% | 890 |
|
2024
Q1 | $7.03K | Sell |
118
-75
| -39% | -$4.47K | ﹤0.01% | 879 |
|
2023
Q4 | $11.5K | Hold |
193
| – | – | ﹤0.01% | 792 |
|
2023
Q3 | $8.11K | Hold |
193
| – | – | ﹤0.01% | 829 |
|
2023
Q2 | $9.86K | Buy |
193
+74
| +62% | +$3.78K | ﹤0.01% | 827 |
|
2023
Q1 | $6.94K | Hold |
119
| – | – | ﹤0.01% | 869 |
|
2022
Q4 | $6.6K | Hold |
119
| – | – | ﹤0.01% | 848 |
|
2022
Q3 | $6K | Sell |
119
-39
| -25% | -$1.97K | ﹤0.01% | 834 |
|
2022
Q2 | $9K | Buy |
158
+58
| +58% | +$3.3K | ﹤0.01% | 794 |
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 738 |
|
2021
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 756 |
|
2021
Q3 | $26K | Hold |
100
| – | – | ﹤0.01% | 593 |
|
2021
Q2 | $28K | Sell |
100
-150
| -60% | -$42K | ﹤0.01% | 567 |
|
2021
Q1 | $51K | Hold |
250
| – | – | ﹤0.01% | 450 |
|
2020
Q4 | $56K | Buy |
+250
| New | +$56K | ﹤0.01% | 414 |
|