Annex Advisory Services’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 |
-4,798
| Closed | -$275K | – | 243 |
|
|
2022
Q2 | $275K | Buy |
+4,798
| New | +$275K | 0.02% | 201 |
|
|
2022
Q1 | – | Sell |
-12,011
| Closed | -$1.83M | – | 254 |
|
|
2021
Q4 | $1.83M | Buy |
12,011
+8,193
| +215% | +$1.25M | 0.13% | 92 |
|
|
2021
Q3 | $982K | Sell |
3,818
-2,356
| -38% | -$606K | 0.08% | 111 |
|
|
2021
Q2 | $1.72M | Buy |
6,174
+1,460
| +31% | +$408K | 0.14% | 90 |
|
|
2021
Q1 | $954K | Sell |
4,714
-221
| -4% | -$44.7K | 0.09% | 114 |
|
|
2020
Q4 | $1.1M | Buy |
+4,935
| New | +$1.1M | 0.11% | 102 |
|