AM Investment Strategies’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,008
| Closed | -$215K | – | 103 |
|
|
2022
Q1 | $215K | Sell |
2,008
-147
| -7% | -$15.7K | 0.06% | 100 |
|
|
2021
Q4 | $328K | Sell |
2,155
-658
| -23% | -$100K | 0.08% | 87 |
|
|
2021
Q3 | $724K | Buy |
2,813
+88
| +3% | +$22.6K | 0.19% | 61 |
|
|
2021
Q2 | $762K | Buy |
2,725
+1,511
| +124% | +$423K | 0.2% | 61 |
|
|
2021
Q1 | $246K | Buy |
1,214
+214
| +21% | +$43.4K | 0.07% | 90 |
|
|
2020
Q4 | $222K | Hold |
1,000
| – | – | 0.07% | 82 |
|
|
2020
Q3 | $215K | Buy |
+1,000
| New | +$215K | 0.08% | 79 |
|