Balasa Dinverno & Foltz’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,259
| Closed | -$324K | – | 346 |
|
|
2021
Q3 | $324K | Sell |
1,259
-19
| -1% | -$4.89K | 0.02% | 246 |
|
|
2021
Q2 | $357K | Sell |
1,278
-1,450
| -53% | -$405K | 0.03% | 238 |
|
|
2021
Q1 | $552K | Sell |
2,728
-577
| -17% | -$117K | 0.04% | 171 |
|
|
2020
Q4 | $735K | Sell |
3,305
-850
| -20% | -$189K | 0.06% | 132 |
|
|
2020
Q3 | $894K | Buy |
4,155
+2,907
| +233% | +$625K | 0.08% | 103 |
|
|
2020
Q2 | $215K | Buy |
+1,248
| New | +$215K | 0.02% | 216 |
|