Tilia Fiduciary Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-145
| Closed | -$7.41K | – | 200 |
|
|
2023
Q2 | $7.41K | Hold |
145
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $8.45K | Hold |
145
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $8.04K | Sell |
145
-45
| -24% | -$2.49K | 0.01% | 372 |
|
|
2022
Q3 | $8K | Sell |
190
-2
| -1% | -$84 | 0.01% | 389 |
|
|
2022
Q2 | $12K | Hold |
192
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $21K | Hold |
192
| – | – | 0.02% | 311 |
|
|
2021
Q4 | $29K | Buy |
+192
| New | +$29K | 0.02% | 276 |
|