Baystate 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
Q4 | – | Sell |
-150
| Closed | -$6.3K | – | 1325 |
|
|
2023
Q3 | $6.3K | Sell |
150
-75
| -33% | -$3.15K | ﹤0.01% | 654 |
|
|
2023
Q2 | $11.5K | Buy |
225
+149
| +196% | +$7.61K | ﹤0.01% | 544 |
|
|
2023
Q1 | $4.43K | Hold |
76
| – | – | ﹤0.01% | 708 |
|
|
2022
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 703 |
|
|
2022
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 681 |
|
|
2022
Q1 | $8K | Hold |
76
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $12K | Hold |
76
| – | – | ﹤0.01% | 540 |
|
|
2021
Q3 | $20K | Hold |
76
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $21K | Hold |
76
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $15K | Buy |
76
+39
| +105% | +$7.7K | ﹤0.01% | 421 |
|
|
2020
Q4 | $8K | Buy |
+37
| New | +$8K | ﹤0.01% | 444 |
|