Calton & Associates’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 |
-934
| Closed | -$240K | – | 372 |
|
|
2021
Q3 | $240K | Sell |
934
-116
| -11% | -$29.8K | 0.05% | 337 |
|
|
2021
Q2 | $293K | Sell |
1,050
-63
| -6% | -$17.6K | 0.06% | 303 |
|
|
2021
Q1 | $225K | Sell |
1,113
-257
| -19% | -$52K | 0.04% | 354 |
|
|
2020
Q4 | $305K | Buy |
+1,370
| New | +$305K | 0.05% | 261 |
|