Bradley Foster & Sargent’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,560
| Closed | -$238K | – | 474 |
|
|
2021
Q4 | $238K | Buy |
1,560
+335
| +27% | +$51.1K | ﹤0.01% | 416 |
|
|
2021
Q3 | $315K | Sell |
1,225
-70
| -5% | -$18K | 0.01% | 360 |
|
|
2021
Q2 | $362K | Sell |
1,295
-491
| -27% | -$137K | 0.01% | 343 |
|
|
2021
Q1 | $362K | Sell |
1,786
-175
| -9% | -$35.5K | 0.01% | 319 |
|
|
2020
Q4 | $436K | Sell |
1,961
-150
| -7% | -$33.4K | 0.01% | 298 |
|
|
2020
Q3 | $454K | Buy |
+2,111
| New | +$454K | 0.01% | 262 |
|
|
2020
Q1 | $226K | Buy |
+2,450
| New | +$226K | 0.01% | 303 |
|
|
2019
Q2 | – | Sell |
-6,325
| Closed | -$328K | – | 347 |
|
|
2019
Q1 | $328K | Buy |
6,325
+100
| +2% | +$5.19K | 0.01% | 295 |
|
|
2018
Q4 | $249K | Sell |
6,225
-24,715
| -80% | -$989K | 0.01% | 313 |
|
|
2018
Q3 | $1.63M | Buy |
+30,940
| New | +$1.63M | 0.06% | 188 |
|