Capital Asset 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
Q1 | – | Sell |
-1,959
| Closed | -$298K | – | 577 |
|
|
2021
Q4 | $298K | Sell |
1,959
-109
| -5% | -$16.6K | 0.03% | 326 |
|
|
2021
Q3 | $532K | Buy |
2,068
+50
| +2% | +$12.9K | 0.06% | 248 |
|
|
2021
Q2 | $564K | Sell |
2,018
-118
| -6% | -$33K | 0.06% | 235 |
|
|
2021
Q1 | $432K | Sell |
2,136
-1,873
| -47% | -$379K | 0.06% | 276 |
|
|
2020
Q4 | $891K | Buy |
4,009
+770
| +24% | +$171K | 0.16% | 112 |
|
|
2020
Q3 | $697K | Sell |
3,239
-652
| -17% | -$140K | 0.15% | 124 |
|
|
2020
Q2 | $746K | Sell |
3,891
-2,825
| -42% | -$542K | 0.16% | 119 |
|
|
2020
Q1 | $800K | Buy |
6,716
+1,102
| +20% | +$131K | 0.21% | 88 |
|
|
2019
Q4 | $479K | Buy |
+5,614
| New | +$479K | 0.11% | 177 |
|