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 |
|