Connectus Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46,307
| Closed | -$1.94M | – | 507 |
|
|
2023
Q3 | $1.94M | Buy |
46,307
+12,747
| +38% | +$535K | 0.04% | 257 |
|
|
2023
Q2 | $1.71M | Buy |
+33,560
| New | +$1.71M | 0.04% | 234 |
|
|
2022
Q2 | – | Sell |
-1,363
| Closed | -$208K | – | 434 |
|
|
2022
Q1 | $208K | Sell |
1,363
-2
| -0.1% | -$305 | 0.01% | 350 |
|
|
2021
Q4 | $208K | Buy |
+1,365
| New | +$208K | 0.01% | 326 |
|