Evoke Wealth’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,728
| Closed | -$92K | – | 576 |
|
|
2022
Q3 | $92K | Sell |
1,728
-310
| -15% | -$16.5K | ﹤0.01% | 426 |
|
|
2022
Q2 | $117K | Sell |
2,038
-291
| -12% | -$16.7K | ﹤0.01% | 390 |
|
|
2022
Q1 | $249K | Buy |
2,329
+121
| +5% | +$12.9K | 0.01% | 311 |
|
|
2021
Q4 | $336K | Buy |
2,208
+310
| +16% | +$47.2K | 0.01% | 289 |
|
|
2021
Q3 | $488K | Buy |
1,898
+170
| +10% | +$43.7K | 0.02% | 232 |
|
|
2021
Q2 | $483K | Sell |
1,728
-29
| -2% | -$8.11K | 0.02% | 240 |
|
|
2021
Q1 | $356K | Buy |
1,757
+29
| +2% | +$5.88K | 0.02% | 246 |
|
|
2020
Q4 | $384K | Hold |
1,728
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $372K | Hold |
1,728
| – | – | 0.03% | 153 |
|
|
2020
Q2 | $298K | Buy |
1,728
+108
| +7% | +$18.6K | 0.03% | 156 |
|
|
2020
Q1 | $150K | Buy |
+1,620
| New | +$150K | 0.02% | 213 |
|
|
2019
Q4 | – | Sell |
-41,002
| Closed | -$2.54M | – | 1297 |
|
|
2019
Q3 | $2.54M | Buy |
+41,002
| New | +$2.54M | 0.31% | 44 |
|