American Portfolios Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $716K | Sell |
13,398
-463
| -3% | -$24.8K | 0.03% | 524 |
|
|
2022
Q2 | $795K | Sell |
13,861
-836
| -6% | -$48K | 0.03% | 497 |
|
|
2022
Q1 | $1.57M | Buy |
14,697
+2,731
| +23% | +$293K | 0.05% | 345 |
|
|
2021
Q4 | $1.82M | Buy |
11,966
+2,909
| +32% | +$443K | 0.06% | 307 |
|
|
2021
Q3 | $2.33M | Sell |
9,057
-2,215
| -20% | -$570K | 0.09% | 232 |
|
|
2021
Q2 | $3.15M | Buy |
11,272
+2,213
| +24% | +$619K | 0.12% | 167 |
|
|
2021
Q1 | $1.83M | Buy |
9,059
+386
| +4% | +$78.1K | 0.08% | 249 |
|
|
2020
Q4 | $1.93M | Sell |
8,673
-1,107
| -11% | -$246K | 0.1% | 199 |
|
|
2020
Q3 | $2.11M | Buy |
9,780
+356
| +4% | +$76.6K | 0.12% | 161 |
|
|
2020
Q2 | $1.62M | Sell |
9,424
-11,053
| -54% | -$1.9M | 0.11% | 189 |
|
|
2020
Q1 | $1.89M | Buy |
20,477
+14,445
| +239% | +$1.33M | 0.16% | 137 |
|
|
2019
Q4 | $447K | Buy |
6,032
+690
| +13% | +$51.1K | 0.03% | 459 |
|
|
2019
Q3 | $331K | Hold |
5,342
| – | – | 0.03% | 539 |
|
|
2019
Q2 | $266K | Buy |
5,342
+5,273
| +7,642% | +$262K | 0.02% | 600 |
|
|
2019
Q1 | $3.58K | Sell |
69
-2,241
| -97% | -$116K | ﹤0.01% | 2199 |
|
|
2018
Q4 | $92.6K | Buy |
2,310
+2,300
| +23,000% | +$92.2K | 0.01% | 753 |
|
|
2018
Q3 | $526 | Buy |
+10
| New | +$526 | ﹤0.01% | 2333 |
|