Copperwynd Financial’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 |
-9,973
| Closed | -$419K | – | 138 |
|
|
2023
Q3 | $419K | Buy |
9,973
+1,416
| +17% | +$59.5K | 0.2% | 97 |
|
|
2023
Q2 | $437K | Buy |
8,557
+201
| +2% | +$10.3K | 0.2% | 106 |
|
|
2023
Q1 | $487K | Buy |
8,356
+3,421
| +69% | +$199K | 0.25% | 100 |
|
|
2022
Q4 | $273K | Sell |
4,935
-340
| -6% | -$18.8K | 0.15% | 111 |
|
|
2022
Q3 | $282K | Buy |
5,275
+563
| +12% | +$30.1K | 0.16% | 105 |
|
|
2022
Q2 | $270K | Sell |
4,712
-232
| -5% | -$13.3K | 0.16% | 109 |
|
|
2022
Q1 | $530K | Buy |
+4,944
| New | +$530K | 0.22% | 99 |
|