Faithward Advisors’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-27,661
| Closed | -$1.59M | – | 243 |
|
|
2022
Q2 | $1.59M | Buy |
27,661
+8,122
| +42% | +$466K | 0.36% | 54 |
|
|
2022
Q1 | $2.09M | Buy |
19,539
+4,343
| +29% | +$465K | 0.41% | 50 |
|
|
2021
Q4 | $2.31M | Sell |
15,196
-7,135
| -32% | -$1.09M | 0.44% | 49 |
|
|
2021
Q3 | $5.75M | Sell |
22,331
-988
| -4% | -$254K | 1.12% | 22 |
|
|
2021
Q2 | $6.52M | Buy |
23,319
+3,092
| +15% | +$865K | 1.29% | 14 |
|
|
2021
Q1 | $4.1M | Buy |
+20,227
| New | +$4.1M | 0.92% | 27 |
|
|
2020
Q4 | – | Sell |
-23,544
| Closed | -$5.07M | – | 138 |
|
|
2020
Q3 | $5.07M | Buy |
+23,544
| New | +$5.07M | 1.23% | 29 |
|