Bedel Financial Consulting’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-102
| Closed | -$11K | – | 370 |
|
|
2022
Q1 | $11K | Sell |
102
-2
| -2% | -$216 | ﹤0.01% | 644 |
|
|
2021
Q4 | $16K | Buy |
104
+5
| +5% | +$769 | 0.01% | 606 |
|
|
2021
Q3 | $25K | Buy |
99
+36
| +57% | +$9.09K | 0.01% | 504 |
|
|
2021
Q2 | $18K | Hold |
63
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $13K | Hold |
63
| – | – | 0.01% | 588 |
|
|
2020
Q4 | $14K | Hold |
63
| – | – | 0.01% | 500 |
|
|
2020
Q3 | $14K | Hold |
63
| – | – | 0.01% | 468 |
|
|
2020
Q2 | $11K | Buy |
63
+16
| +34% | +$2.79K | 0.01% | 474 |
|
|
2020
Q1 | $4K | Hold |
47
| – | – | ﹤0.01% | 602 |
|
|
2019
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 609 |
|