Avestar Capital’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,787
| Closed | -$202K | – | 277 |
|
|
2022
Q3 | $202K | Sell |
3,787
-1,246
| -25% | -$66.5K | 0.05% | 231 |
|
|
2022
Q2 | $289K | Sell |
5,033
-1,484
| -23% | -$85.2K | 0.07% | 191 |
|
|
2022
Q1 | $698K | Buy |
6,517
+2,043
| +46% | +$219K | 0.11% | 142 |
|
|
2021
Q4 | $681K | Buy |
4,474
+1,927
| +76% | +$293K | 0.08% | 147 |
|
|
2021
Q3 | $656K | Buy |
2,547
+190
| +8% | +$48.9K | 0.08% | 175 |
|
|
2021
Q2 | $659K | Buy |
2,357
+46
| +2% | +$12.9K | 0.09% | 175 |
|
|
2021
Q1 | $537K | Buy |
+2,311
| New | +$537K | 0.12% | 174 |
|
|
2020
Q4 | – | Sell |
-1,752
| Closed | -$386K | – | 271 |
|
|
2020
Q3 | $386K | Buy |
+1,752
| New | +$386K | 0.13% | 136 |
|
|
2020
Q2 | – | Sell |
-2,260
| Closed | -$209K | – | 187 |
|
|
2020
Q1 | $209K | Sell |
2,260
-1,000
| -31% | -$92.5K | 0.11% | 149 |
|
|
2019
Q4 | $241K | Buy |
+3,260
| New | +$241K | 0.14% | 135 |
|