Schechter Investment Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,505
| Closed | -$383K | – | 651 |
|
|
2023
Q2 | $383K | Buy |
7,505
+151
| +2% | +$7.72K | 0.03% | 435 |
|
|
2023
Q1 | $429K | Buy |
7,354
+304
| +4% | +$17.7K | 0.04% | 444 |
|
|
2022
Q4 | $391K | Buy |
+7,050
| New | +$391K | 0.04% | 564 |
|
|
2022
Q3 | – | Sell |
-3,858
| Closed | -$222K | – | 959 |
|
|
2022
Q2 | $222K | Sell |
3,858
-5,283
| -58% | -$304K | 0.02% | 812 |
|
|
2022
Q1 | $979K | Buy |
9,141
+6,414
| +235% | +$687K | 0.09% | 308 |
|
|
2021
Q4 | $416K | Buy |
+2,727
| New | +$416K | 0.04% | 571 |
|