Affinity Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,293
| Closed | -$5.45M | – | 112 |
|
|
2021
Q3 | $5.45M | Buy |
22,293
+488
| +2% | +$119K | 1.07% | 22 |
|
|
2021
Q2 | $6.6M | Buy |
21,805
+112
| +0.5% | +$33.9K | 1.31% | 23 |
|
|
2021
Q1 | $4.82M | Sell |
21,693
-162
| -0.7% | -$36K | 0.98% | 24 |
|
|
2020
Q4 | $5.61M | Buy |
21,855
+618
| +3% | +$159K | 1.18% | 22 |
|
|
2020
Q3 | $4.74M | Sell |
21,237
-29
| -0.1% | -$6.47K | 1.28% | 18 |
|
|
2020
Q2 | $4.61M | Buy |
+21,266
| New | +$4.61M | 5.82% | 3 |
|
|
2020
Q1 | – | Sell |
-13,269
| Closed | -$983K | – | 64 |
|
|
2019
Q4 | $983K | Buy |
+13,269
| New | +$983K | 0.36% | 49 |
|