XS
XR Securities’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 89 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 107 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 111 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 104 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 101 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 138 |
|
|
2022
Q2 | – | Sell |
-2,108
| Closed | -$226K | – | 148 |
|
|
2022
Q1 | $226K | Sell |
2,108
-4,066
| -66% | -$436K | 0.04% | 82 |
|
|
2021
Q4 | $940K | Sell |
6,174
-1,111
| -15% | -$169K | 0.09% | 31 |
|
|
2021
Q3 | $1.88M | Buy |
7,285
+1,147
| +19% | +$295K | 0.87% | 15 |
|
|
2021
Q2 | $1.72M | Buy |
6,138
+1,271
| +26% | +$355K | 0.75% | 11 |
|
|
2021
Q1 | $985K | Buy |
+4,867
| New | +$985K | 0.06% | 29 |
|
|
2020
Q4 | – | Sell |
-4,479
| Closed | -$964K | – | 143 |
|
|
2020
Q3 | $964K | Buy |
+4,479
| New | +$964K | 0.08% | 12 |
|
|
2020
Q2 | – | Sell |
-2,182
| Closed | -$202K | – | 134 |
|
|
2020
Q1 | $202K | Buy |
+2,182
| New | +$202K | 0.01% | 78 |
|