Capital Advisory Group Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-119
| Closed | -$13K | – | 280 |
|
|
2022
Q1 | $13K | Buy |
+119
| New | +$13K | 0.01% | 338 |
|
|
2021
Q4 | – | Sell |
-862
| Closed | -$222K | – | 252 |
|
|
2021
Q3 | $222K | Sell |
862
-2,903
| -77% | -$748K | 0.08% | 185 |
|
|
2021
Q2 | $1.05M | Buy |
3,765
+301
| +9% | +$84.2K | 0.38% | 67 |
|
|
2021
Q1 | $701K | Buy |
3,464
+343
| +11% | +$69.4K | 0.27% | 88 |
|
|
2020
Q4 | $694K | Sell |
3,121
-223
| -7% | -$49.6K | 0.29% | 79 |
|
|
2020
Q3 | $720K | Buy |
3,344
+78
| +2% | +$16.8K | 0.37% | 63 |
|
|
2020
Q2 | $562K | Buy |
+3,266
| New | +$562K | 0.31% | 72 |
|