ACG Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-654
| Closed | -$38K | – | 420 |
|
|
2022
Q2 | $38K | Buy |
+654
| New | +$38K | 0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-1,392
| Closed | -$358K | – | 322 |
|
|
2021
Q3 | $358K | Hold |
1,392
| – | – | 0.05% | 226 |
|
|
2021
Q2 | $389K | Sell |
1,392
-3,475
| -71% | -$971K | 0.05% | 222 |
|
|
2021
Q1 | $985K | Sell |
4,867
-973
| -17% | -$197K | 0.13% | 130 |
|
|
2020
Q4 | $1.3M | Sell |
5,840
-90
| -2% | -$20K | 0.18% | 107 |
|
|
2020
Q3 | $1.28M | Buy |
5,930
+3,535
| +148% | +$761K | 0.19% | 99 |
|
|
2020
Q2 | $412K | Buy |
+2,395
| New | +$412K | 0.07% | 181 |
|
|
2019
Q4 | – | Sell |
-3,228
| Closed | -$200K | – | 323 |
|
|
2019
Q3 | $200K | Buy |
+3,228
| New | +$200K | 0.03% | 313 |
|