Burleson & Co’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,010
| Closed | -$58K | – | 407 |
|
|
2022
Q2 | $58K | Buy |
1,010
+860
| +573% | +$49.4K | 0.01% | 166 |
|
|
2022
Q1 | $16K | Sell |
150
-1
| -0.7% | -$107 | ﹤0.01% | 238 |
|
|
2021
Q4 | $23K | Hold |
151
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $39K | Hold |
151
| – | – | 0.01% | 196 |
|
|
2021
Q2 | $42K | Sell |
151
-4
| -3% | -$1.11K | 0.01% | 196 |
|
|
2021
Q1 | $31K | Buy |
+155
| New | +$31K | 0.01% | 208 |
|
|
2020
Q4 | – | Sell |
-18,189
| Closed | -$4.21M | – | 131 |
|
|
2020
Q3 | $4.21M | Buy |
+18,189
| New | +$4.21M | 0.8% | 30 |
|