Valley National Advisers’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
87
| – | – | ﹤0.01% | 631 |
|
|
2025
Q1 | $7K | Hold |
87
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $7K | Buy |
87
+24
| +38% | +$1.93K | ﹤0.01% | 588 |
|
|
2024
Q3 | $3K | Sell |
63
-45
| -42% | -$2.14K | ﹤0.01% | 624 |
|
|
2024
Q2 | $5K | Sell |
108
-10
| -8% | -$463 | ﹤0.01% | 746 |
|
|
2024
Q1 | $7K | Buy |
118
+20
| +20% | +$1.19K | ﹤0.01% | 710 |
|
|
2023
Q4 | $5K | Buy |
98
+35
| +56% | +$1.79K | ﹤0.01% | 777 |
|
|
2023
Q3 | $3K | Sell |
63
-947
| -94% | -$45.1K | ﹤0.01% | 758 |
|
|
2023
Q2 | $52K | Sell |
1,010
-44
| -4% | -$2.27K | 0.01% | 385 |
|
|
2023
Q1 | $53K | Buy |
+1,054
| New | +$53K | 0.01% | 373 |
|
|
2022
Q4 | – | Sell |
-620
| Closed | -$30K | – | 875 |
|
|
2022
Q3 | $30K | Hold |
620
| – | – | 0.01% | 444 |
|
|
2022
Q2 | $42K | Hold |
620
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $66K | Buy |
+620
| New | +$66K | 0.01% | 331 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$1K | – | 901 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 735 |
|