Crestwood Advisors Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,692
| Closed | -$258K | – | 293 |
|
|
2021
Q4 | $258K | Sell |
1,692
-991
| -37% | -$151K | 0.01% | 261 |
|
|
2021
Q3 | $691K | Hold |
2,683
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $750K | Buy |
2,683
+50
| +2% | +$14K | 0.02% | 174 |
|
|
2021
Q1 | $533K | Buy |
2,633
+350
| +15% | +$70.9K | 0.02% | 193 |
|
|
2020
Q4 | $508K | Buy |
2,283
+258
| +13% | +$57.4K | 0.02% | 187 |
|
|
2020
Q3 | $436K | Buy |
2,025
+730
| +56% | +$157K | 0.02% | 174 |
|
|
2020
Q2 | $223K | Buy |
+1,295
| New | +$223K | 0.01% | 215 |
|