WealthPLAN Partners’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-168
| Closed | -$8.58K | – | 506 |
|
|
2023
Q2 | $8.58K | Sell |
168
-51
| -23% | -$2.61K | ﹤0.01% | 817 |
|
|
2023
Q1 | $12.8K | Buy |
+219
| New | +$12.8K | ﹤0.01% | 806 |
|
|
2021
Q1 | – | Sell |
-2,318
| Closed | -$570K | – | 333 |
|
|
2020
Q4 | $570K | Buy |
2,318
+100
| +5% | +$24.6K | 0.05% | 199 |
|
|
2020
Q3 | $472K | Buy |
2,218
+35
| +2% | +$7.45K | 0.05% | 203 |
|
|
2020
Q2 | $435K | Sell |
2,183
-773
| -26% | -$154K | 0.05% | 201 |
|
|
2020
Q1 | $361K | Buy |
+2,956
| New | +$361K | 0.05% | 179 |
|