Cypress Wealth Services’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,312
| Closed | -$367K | – | 235 |
|
|
2021
Q2 | $367K | Sell |
1,312
-118
| -8% | -$33K | 0.1% | 173 |
|
|
2021
Q1 | $290K | Buy |
1,430
+50
| +4% | +$10.1K | 0.06% | 222 |
|
|
2020
Q4 | $307K | Buy |
+1,380
| New | +$307K | 0.07% | 201 |
|
|
2020
Q3 | – | Sell |
-1,190
| Closed | -$205K | – | 52 |
|
|
2020
Q2 | $205K | Buy |
+1,190
| New | +$205K | 0.05% | 251 |
|