Equitable Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,447
| Closed | -$246K | – | 400 |
|
|
2022
Q4 | $246K | Sell |
4,447
-19,854
| -82% | -$1.1M | 0.02% | 361 |
|
|
2022
Q3 | $1.3M | Sell |
24,301
-1,944
| -7% | -$104K | 0.11% | 151 |
|
|
2022
Q2 | $1.51M | Sell |
26,245
-225
| -0.9% | -$12.9K | 0.11% | 148 |
|
|
2022
Q1 | $2.84M | Buy |
26,470
+20,011
| +310% | +$2.14M | 0.18% | 111 |
|
|
2021
Q4 | $984K | Buy |
+6,459
| New | +$984K | 0.06% | 175 |
|