Capital Investment Advisory Services’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,836
| Closed | -$109K | – | 962 |
|
|
2023
Q4 | $109K | Buy |
+1,836
| New | +$109K | 0.01% | 552 |
|
|
2023
Q2 | – | Sell |
-5,130
| Closed | -$299K | – | 881 |
|
|
2023
Q1 | $299K | Sell |
5,130
-466
| -8% | -$27.2K | 0.04% | 363 |
|
|
2022
Q4 | $310K | Buy |
+5,596
| New | +$310K | 0.04% | 367 |
|
|
2022
Q2 | – | Sell |
-2,728
| Closed | -$292K | – | 836 |
|
|
2022
Q1 | $292K | Sell |
2,728
-1,055
| -28% | -$113K | 0.03% | 393 |
|
|
2021
Q4 | $576K | Sell |
3,783
-1,233
| -25% | -$188K | 0.07% | 251 |
|
|
2021
Q3 | $1.29M | Buy |
5,016
+65
| +1% | +$16.7K | 0.16% | 128 |
|
|
2021
Q2 | $1.38M | Buy |
4,951
+2,754
| +125% | +$770K | 0.17% | 119 |
|
|
2021
Q1 | $445K | Buy |
2,197
+300
| +16% | +$60.8K | 0.06% | 266 |
|
|
2020
Q4 | $422K | Buy |
1,897
+970
| +105% | +$216K | 0.06% | 274 |
|
|
2020
Q3 | $200K | Sell |
927
-250
| -21% | -$53.9K | 0.04% | 358 |
|
|
2020
Q2 | $203K | Buy |
+1,177
| New | +$203K | 0.04% | 311 |
|