Fiduciary Trust’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,070
| Closed | -$315K | – | 670 |
|
2021
Q4 | $315K | Sell |
2,070
-710
| -26% | -$108K | 0.01% | 554 |
|
2021
Q3 | $716K | Buy |
2,780
+760
| +38% | +$196K | 0.01% | 399 |
|
2021
Q2 | $565K | Hold |
2,020
| – | – | 0.01% | 442 |
|
2021
Q1 | $409K | Hold |
2,020
| – | – | 0.01% | 479 |
|
2020
Q4 | $449K | Buy |
2,020
+720
| +55% | +$160K | 0.01% | 448 |
|
2020
Q3 | $280K | Hold |
1,300
| – | – | 0.01% | 478 |
|
2020
Q2 | $224K | Buy |
+1,300
| New | +$224K | 0.01% | 501 |
|