Checchi Capital Advisers’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 |
-4,219
| Closed | -$452K | – | 590 |
|
|
2022
Q1 | $452K | Sell |
4,219
-5
| -0.1% | -$536 | 0.04% | 286 |
|
|
2021
Q4 | $643K | Sell |
4,224
-101
| -2% | -$15.4K | 0.06% | 204 |
|
|
2021
Q3 | $1.11M | Sell |
4,325
-1,952
| -31% | -$502K | 0.11% | 130 |
|
|
2021
Q2 | $1.76M | Sell |
6,277
-1,931
| -24% | -$540K | 0.17% | 98 |
|
|
2021
Q1 | $1.66M | Buy |
+8,208
| New | +$1.66M | 0.16% | 96 |
|