Boenning & Scattergood’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$621K Buy
5,799
+1,590
+38% +$170K 0.1% 222
2022
Q3
$225K Sell
4,209
-435
-9% -$23.3K 0.05% 334
2022
Q2
$266K Sell
4,644
-1,155
-20% -$66.2K 0.05% 311
2022
Q1
$621K Buy
5,799
+975
+20% +$104K 0.1% 222
2021
Q4
$735K Sell
4,824
-2,050
-30% -$312K 0.12% 199
2021
Q3
$1.77M Buy
6,874
+438
+7% +$113K 0.31% 87
2021
Q2
$1.8M Sell
6,436
-2,497
-28% -$698K 0.31% 86
2021
Q1
$1.81M Buy
8,933
+3,759
+73% +$761K 0.34% 74
2020
Q4
$1.15M Buy
+5,174
New +$1.15M 0.24% 110