AFT Forsyth & Company’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,115
| Closed | -$627K | – | 150 |
|
|
2021
Q4 | $627K | Sell |
4,115
-1,155
| -22% | -$176K | 0.32% | 87 |
|
|
2021
Q3 | $1.36M | Buy |
5,270
+780
| +17% | +$201K | 0.73% | 42 |
|
|
2021
Q2 | $1.26M | Buy |
4,490
+650
| +17% | +$182K | 0.67% | 45 |
|
|
2021
Q1 | $777K | Buy |
3,840
+400
| +12% | +$80.9K | 0.47% | 75 |
|
|
2020
Q4 | $765K | Buy |
+3,440
| New | +$765K | 0.48% | 72 |
|