True Wealth Design’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69K | Buy |
73
+10
| +16% | +$779 | ﹤0.01% | 756 |
|
|
2025
Q1 | $5.13K | Buy |
63
+55
| +688% | +$4.48K | ﹤0.01% | 682 |
|
|
2024
Q4 | $720 | Sell |
8
-1
| -11% | -$90 | ﹤0.01% | 1021 |
|
|
2024
Q3 | $559 | Sell |
9
-2
| -18% | -$124 | ﹤0.01% | 1085 |
|
|
2024
Q2 | $589 | Buy |
11
+8
| +267% | +$428 | ﹤0.01% | 625 |
|
|
2024
Q1 | $179 | Buy |
3
+1
| +50% | +$60 | ﹤0.01% | 747 |
|
|
2023
Q4 | $119 | Hold |
2
| – | – | ﹤0.01% | 732 |
|
|
2023
Q3 | $84 | Buy |
2
+1
| +100% | +$42 | ﹤0.01% | 723 |
|
|
2023
Q2 | $52 | Sell |
1
-60
| -98% | -$3.12K | ﹤0.01% | 754 |
|
|
2023
Q1 | $3.56K | Hold |
61
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $3.38K | Buy |
+61
| New | +$3.38K | ﹤0.01% | 272 |
|