Evolution Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-47
| Closed | -$12K | – | 284 |
|
|
2021
Q3 | $12K | Sell |
47
-23
| -33% | -$5.87K | ﹤0.01% | 378 |
|
|
2021
Q2 | $20K | Buy |
+70
| New | +$20K | ﹤0.01% | 304 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$56K | – | 648 |
|
|
2020
Q4 | $56K | Sell |
250
-426
| -63% | -$95.4K | 0.01% | 175 |
|
|
2020
Q3 | $146K | Buy |
676
+5
| +0.7% | +$1.08K | 0.04% | 117 |
|
|
2020
Q2 | $116K | Buy |
+671
| New | +$116K | 0.04% | 105 |
|