Bartlett & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 1030 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$4K | – | 1047 |
|
|
2022
Q4 | $4K | Sell |
80
-410
| -84% | -$20.5K | ﹤0.01% | 939 |
|
|
2022
Q3 | $26K | Sell |
490
-99
| -17% | -$5.25K | ﹤0.01% | 665 |
|
|
2022
Q2 | $34K | Buy |
589
+179
| +44% | +$10.3K | ﹤0.01% | 641 |
|
|
2022
Q1 | $44K | Buy |
+410
| New | +$44K | ﹤0.01% | 598 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$26K | – | 518 |
|
|
2021
Q3 | $26K | Hold |
100
| – | – | ﹤0.01% | 603 |
|
|
2021
Q2 | $28K | Buy |
+100
| New | +$28K | ﹤0.01% | 594 |
|