True Wealth Design’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.2K | Buy |
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|
2025
Q2 | $5.69K | Buy |
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|
2025
Q1 | $5.13K | Buy |
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|
2024
Q4 | $720 | Sell |
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|
2024
Q3 | $559 | Sell |
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|
2024
Q2 | $589 | Buy |
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|
2024
Q1 | $179 | Buy |
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|
2023
Q4 | $119 | Hold |
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|
2023
Q3 | $84 | Buy |
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|
2023
Q2 | $52 | Sell |
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|
2023
Q1 | $3.56K | Hold |
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|
2022
Q4 | $3.38K | Buy |
|