Baker Tilly Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,163
| Closed | -$775K | – | 489 |
|
|
2023
Q2 | $775K | Sell |
15,163
-397
| -3% | -$20.3K | 0.08% | 251 |
|
|
2023
Q1 | $907K | Sell |
15,560
-2,124
| -12% | -$124K | 0.1% | 215 |
|
|
2022
Q4 | $980K | Sell |
17,684
-312
| -2% | -$17.3K | 0.12% | 189 |
|
|
2022
Q3 | $962K | Sell |
17,996
-978
| -5% | -$52.3K | 0.13% | 171 |
|
|
2022
Q2 | $1.09M | Buy |
18,974
+185
| +1% | +$10.6K | 0.14% | 150 |
|
|
2022
Q1 | $2.01M | Buy |
18,789
+14,866
| +379% | +$1.59M | 0.22% | 91 |
|
|
2021
Q4 | $598K | Buy |
3,923
+2,128
| +119% | +$324K | 0.06% | 319 |
|
|
2021
Q3 | $462K | Buy |
+1,795
| New | +$462K | 0.06% | 333 |
|