Sequoia Financial Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,011
| Closed | -$283K | – | 309 |
|
|
2021
Q2 | $283K | Hold |
1,011
| – | – | 0.01% | 386 |
|
|
2021
Q1 | $205K | Buy |
1,011
+30
| +3% | +$6.08K | 0.01% | 414 |
|
|
2020
Q4 | $218K | Sell |
981
-1,428
| -59% | -$317K | 0.01% | 377 |
|
|
2020
Q3 | $519K | Buy |
2,409
+163
| +7% | +$35.1K | 0.03% | 222 |
|
|
2020
Q2 | $387K | Buy |
+2,246
| New | +$387K | 0.02% | 251 |
|