Dowling & Yahnke’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,185
| Closed | -$977K | – | 302 |
|
|
2019
Q4 | $977K | Sell |
13,185
-16,870
| -56% | -$1.25M | 0.08% | 189 |
|
|
2019
Q3 | $1.86M | Buy |
30,055
+5,000
| +20% | +$310K | 0.15% | 148 |
|
|
2019
Q2 | $1.25M | Hold |
25,055
| – | – | 0.1% | 174 |
|
|
2019
Q1 | $1.3M | Sell |
25,055
-14,945
| -37% | -$775K | 0.12% | 152 |
|
|
2018
Q4 | $1.67M | Buy |
40,000
+30,000
| +300% | +$1.25M | 0.17% | 130 |
|
|
2018
Q3 | $526K | Buy |
+10,000
| New | +$526K | 0.05% | 225 |
|