Donoghue Forlines’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,139
| Closed | -$319K | – | 145 |
|
|
2024
Q3 | $319K | Buy |
+5,139
| New | +$319K | 0.09% | 194 |
|
|
2024
Q1 | – | Sell |
-3,938
| Closed | -$234K | – | 235 |
|
|
2023
Q4 | $234K | Buy |
+3,938
| New | +$234K | 0.07% | 209 |
|
|
2023
Q3 | – | Sell |
-5,609
| Closed | -$287K | – | 234 |
|
|
2023
Q2 | $287K | Buy |
+5,609
| New | +$287K | 0.09% | 227 |
|
|
2023
Q1 | – | Sell |
-4,456
| Closed | -$247K | – | 228 |
|
|
2022
Q4 | $247K | Buy |
4,456
+148
| +3% | +$8.2K | 0.09% | 201 |
|
|
2022
Q3 | $230K | Sell |
4,308
-4,083
| -49% | -$218K | 0.08% | 208 |
|
|
2022
Q2 | $481K | Buy |
8,391
+930
| +12% | +$53.3K | 0.13% | 227 |
|
|
2022
Q1 | $799K | Buy |
7,461
+3,459
| +86% | +$370K | 0.17% | 189 |
|
|
2021
Q4 | $610K | Sell |
4,002
-368
| -8% | -$56.1K | 0.1% | 214 |
|
|
2021
Q3 | $1.13M | Sell |
4,370
-510
| -10% | -$131K | 0.22% | 101 |
|
|
2021
Q2 | $1.36M | Sell |
4,880
-7,519
| -61% | -$2.1M | 0.25% | 91 |
|
|
2021
Q1 | $2.51M | Buy |
12,399
+8,974
| +262% | +$1.82M | 0.49% | 44 |
|
|
2020
Q4 | $761K | Buy |
+3,425
| New | +$761K | 0.15% | 171 |
|
|
2020
Q3 | – | Sell |
-9,007
| Closed | -$1.55M | – | 124 |
|
|
2020
Q2 | $1.55M | Buy |
+9,007
| New | +$1.55M | 0.4% | 27 |
|