Wealthcare Advisory Partners’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 |
-3,604
| Closed | -$214K | – | 810 |
|
|
2023
Q4 | $214K | Sell |
3,604
-1,888
| -34% | -$112K | 0.01% | 705 |
|
|
2023
Q3 | $231K | Sell |
5,492
-557
| -9% | -$23.4K | 0.01% | 617 |
|
|
2023
Q2 | $309K | Sell |
6,049
-1,351
| -18% | -$69K | 0.01% | 556 |
|
|
2023
Q1 | $431K | Sell |
7,400
-32
| -0.4% | -$1.87K | 0.02% | 495 |
|
|
2022
Q4 | $412K | Sell |
7,432
-125
| -2% | -$6.93K | 0.02% | 461 |
|
|
2022
Q3 | $404K | Buy |
7,557
+180
| +2% | +$9.62K | 0.02% | 414 |
|
|
2022
Q2 | $423K | Sell |
7,377
-2,551
| -26% | -$146K | 0.03% | 358 |
|
|
2022
Q1 | $1.06M | Buy |
9,928
+1,025
| +12% | +$110K | 0.06% | 184 |
|
|
2021
Q4 | $1.36M | Sell |
8,903
-3,228
| -27% | -$492K | 0.08% | 152 |
|
|
2021
Q3 | $3.12M | Sell |
12,131
-132
| -1% | -$34K | 0.2% | 72 |
|
|
2021
Q2 | $3.43M | Buy |
12,263
+1,010
| +9% | +$282K | 0.23% | 65 |
|
|
2021
Q1 | $2.28M | Buy |
11,253
+3,057
| +37% | +$619K | 0.17% | 83 |
|
|
2020
Q4 | $1.82M | Sell |
8,196
-149
| -2% | -$33.1K | 0.16% | 83 |
|
|
2020
Q3 | $1.8M | Buy |
8,345
+214
| +3% | +$46.1K | 0.2% | 69 |
|
|
2020
Q2 | $1.4M | Buy |
8,131
+1,462
| +22% | +$252K | 0.17% | 76 |
|
|
2020
Q1 | $616K | Buy |
6,669
+4,085
| +158% | +$377K | 0.09% | 129 |
|
|
2019
Q4 | $192K | Hold |
2,584
| – | – | 0.02% | 303 |
|
|
2019
Q3 | $160K | Buy |
2,584
+1,865
| +259% | +$115K | 0.02% | 312 |
|
|
2019
Q2 | $36K | Buy |
+719
| New | +$36K | 0.01% | 581 |
|