Sound Income Strategies’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $623 | Hold |
8
| – | – | ﹤0.01% | 1430 |
|
2025
Q1 | $651 | Hold |
8
| – | – | ﹤0.01% | 1393 |
|
2024
Q4 | $720 | Buy |
+8
| New | +$720 | ﹤0.01% | 1321 |
|
2023
Q1 | – | Sell |
-40
| Closed | -$2.22K | – | 1076 |
|
2022
Q4 | $2.22K | Buy |
+40
| New | +$2.22K | ﹤0.01% | 751 |
|
2021
Q2 | – | Sell |
-65
| Closed | -$13.2K | – | 909 |
|
2021
Q1 | $13.2K | Hold |
65
| – | – | ﹤0.01% | 428 |
|
2020
Q4 | $14K | Hold |
65
| – | – | ﹤0.01% | 382 |
|
2020
Q3 | $14K | Buy |
+65
| New | +$14K | ﹤0.01% | 347 |
|