Bard Financial Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,825
| Closed | -$278K | – | 301 |
|
|
2021
Q4 | $278K | Sell |
1,825
-275
| -13% | -$41.9K | 0.02% | 243 |
|
|
2021
Q3 | $541K | Sell |
2,100
-150
| -7% | -$38.6K | 0.05% | 178 |
|
|
2021
Q2 | $629K | Buy |
2,250
+25
| +1% | +$6.99K | 0.06% | 172 |
|
|
2021
Q1 | $450K | Sell |
2,225
-50
| -2% | -$10.1K | 0.04% | 181 |
|
|
2020
Q4 | $506K | Buy |
+2,275
| New | +$506K | 0.05% | 177 |
|