Dorchester Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-980
| Closed | -$274K | – | 147 |
|
|
2021
Q2 | $274K | Buy |
+980
| New | +$274K | 0.06% | 136 |
|
|
2021
Q1 | – | Sell |
-955
| Closed | -$212K | – | 148 |
|
|
2020
Q4 | $212K | Buy |
+955
| New | +$212K | 0.06% | 135 |
|
|
2020
Q3 | – | Sell |
-1,465
| Closed | -$252K | – | 136 |
|
|
2020
Q2 | $252K | Buy |
+1,465
| New | +$252K | 0.08% | 118 |
|