Tradition Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-118
| Closed | -$7K | – | 595 |
|
|
2023
Q4 | $7K | Sell |
118
-15
| -11% | -$890 | ﹤0.01% | 1059 |
|
|
2023
Q3 | $6K | Sell |
133
-8
| -6% | -$361 | ﹤0.01% | 1124 |
|
|
2023
Q2 | $7K | Buy |
141
+24
| +21% | +$1.19K | ﹤0.01% | 1116 |
|
|
2023
Q1 | $7K | Buy |
117
+5
| +4% | +$299 | ﹤0.01% | 1073 |
|
|
2022
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q3 | $6K | Sell |
112
-22
| -16% | -$1.18K | ﹤0.01% | 1028 |
|
|
2022
Q2 | $8K | Sell |
134
-19
| -12% | -$1.13K | ﹤0.01% | 862 |
|
|
2022
Q1 | $16K | Sell |
153
-83
| -35% | -$8.68K | ﹤0.01% | 768 |
|
|
2021
Q4 | $36K | Buy |
236
+155
| +191% | +$23.6K | ﹤0.01% | 608 |
|
|
2021
Q3 | $21K | Buy |
+81
| New | +$21K | ﹤0.01% | 709 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | -$1K | – | 850 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 988 |
|