TCI Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-315
| Closed | -$18.4K | – | 757 |
|
|
2023
Q1 | $18.4K | Sell |
315
-97
| -24% | -$5.66K | ﹤0.01% | 759 |
|
|
2022
Q4 | $22.8K | Buy |
412
+198
| +93% | +$11K | ﹤0.01% | 637 |
|
|
2022
Q3 | $11K | Sell |
214
-72
| -25% | -$3.7K | ﹤0.01% | 958 |
|
|
2022
Q2 | $16K | Sell |
286
-16
| -5% | -$895 | ﹤0.01% | 728 |
|
|
2022
Q1 | $32K | Buy |
302
+44
| +17% | +$4.66K | ﹤0.01% | 520 |
|
|
2021
Q4 | $39K | Buy |
258
+22
| +9% | +$3.33K | 0.01% | 464 |
|
|
2021
Q3 | $61K | Buy |
236
+24
| +11% | +$6.2K | 0.01% | 357 |
|
|
2021
Q2 | $59K | Buy |
212
+45
| +27% | +$12.5K | 0.01% | 339 |
|
|
2021
Q1 | $34K | Buy |
167
+86
| +106% | +$17.5K | 0.01% | 425 |
|
|
2020
Q4 | $18K | Hold |
81
| – | – | 0.01% | 490 |
|
|
2020
Q3 | $17K | Hold |
81
| – | – | 0.01% | 461 |
|
|
2020
Q2 | $14K | Buy |
81
+9
| +13% | +$1.56K | 0.01% | 493 |
|
|
2020
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $4K | Sell |
72
-9
| -11% | -$500 | ﹤0.01% | 851 |
|
|
2019
Q2 | $4K | Sell |
81
-15
| -16% | -$741 | ﹤0.01% | 805 |
|
|
2019
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 773 |
|
|
2018
Q4 | $4K | Buy |
96
+90
| +1,500% | +$3.75K | ﹤0.01% | 804 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1474 |
|