Buckingham Strategic Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-974
| Closed | -$251K | – | 611 |
|
|
2021
Q3 | $251K | Sell |
974
-2
| -0.2% | -$515 | 0.01% | 507 |
|
|
2021
Q2 | $273K | Buy |
+976
| New | +$273K | 0.01% | 483 |
|
|
2021
Q1 | – | Sell |
-1,190
| Closed | -$265K | – | 554 |
|
|
2020
Q4 | $265K | Buy |
1,190
+27
| +2% | +$6.01K | 0.01% | 442 |
|
|
2020
Q3 | $250K | Buy |
+1,163
| New | +$250K | 0.02% | 415 |
|