B. Riley Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $506 | Buy |
8,822
+1,978
| +29% | +$113 | ﹤0.01% | 409 |
|
|
2022
Q1 | $733K | Buy |
6,844
+236
| +4% | +$25.3K | 0.06% | 257 |
|
|
2021
Q4 | $1.01M | Buy |
6,608
+1,250
| +23% | +$190K | 0.07% | 230 |
|
|
2021
Q3 | $1.38M | Buy |
+5,358
| New | +$1.38M | 0.11% | 184 |
|
|
2020
Q3 | – | Sell |
-33,575
| Closed | -$5.78M | – | 437 |
|
|
2020
Q2 | $5.78M | Sell |
33,575
-6,976
| -17% | -$1.2M | 0.63% | 39 |
|
|
2020
Q1 | $3.75M | Buy |
40,551
+801
| +2% | +$74K | 0.39% | 71 |
|
|
2019
Q4 | $2.95M | Buy |
39,750
+1,100
| +3% | +$81.5K | 0.44% | 55 |
|
|
2019
Q3 | $2.39M | Sell |
38,650
-2,560
| -6% | -$159K | 0.42% | 59 |
|
|
2019
Q2 | $2.05K | Sell |
41,210
-2,843
| -6% | -$141 | 0.31% | 65 |
|
|
2019
Q1 | $2.28M | Sell |
44,053
-7,413
| -14% | -$384K | 0.4% | 59 |
|
|
2018
Q4 | $2.06M | Buy |
+51,466
| New | +$2.06M | 0.43% | 52 |
|