Dynamic Advisor Solutions’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,015
| Closed | -$323K | – | 711 |
|
|
2022
Q1 | $323K | Sell |
3,015
-486
| -14% | -$52.1K | 0.02% | 540 |
|
|
2021
Q4 | $533K | Buy |
3,501
+61
| +2% | +$9.29K | 0.04% | 411 |
|
|
2021
Q3 | $886K | Buy |
3,440
+915
| +36% | +$236K | 0.07% | 318 |
|
|
2021
Q2 | $706K | Sell |
2,525
-36
| -1% | -$10.1K | 0.06% | 348 |
|
|
2021
Q1 | $518K | Sell |
2,561
-536
| -17% | -$108K | 0.05% | 377 |
|
|
2020
Q4 | $688K | Buy |
3,097
+304
| +11% | +$67.5K | 0.06% | 301 |
|
|
2020
Q3 | $601K | Buy |
2,793
+248
| +10% | +$53.4K | 0.07% | 277 |
|
|
2020
Q2 | $438K | Buy |
+2,545
| New | +$438K | 0.06% | 303 |
|