Carroll Financial 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 | $7K | Sell |
46
-20
| -30% | -$3.04K | ﹤0.01% | 1251 |
|
|
2021
Q3 | $16K | Sell |
66
-871
| -93% | -$211K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $261K | Buy |
937
+917
| +4,585% | +$255K | 0.01% | 360 |
|
|
2021
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1401 |
|
|
2020
Q4 | – | Sell |
-764
| Closed | -$164K | – | 1556 |
|
|
2020
Q3 | $164K | Sell |
764
-19
| -2% | -$4.08K | 0.01% | 373 |
|
|
2020
Q2 | $134K | Buy |
+783
| New | +$134K | 0.01% | 408 |
|