Founders Financial Securities’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,163
| Closed | -$605K | – | 268 |
|
2021
Q2 | $605K | Buy |
2,163
+858
| +66% | +$240K | 0.12% | 156 |
|
2021
Q1 | $264K | Sell |
1,305
-863
| -40% | -$175K | 0.06% | 214 |
|
2020
Q4 | $482K | Buy |
2,168
+121
| +6% | +$26.9K | 0.12% | 131 |
|
2020
Q3 | $441K | Sell |
2,047
-828
| -29% | -$178K | 0.14% | 103 |
|
2020
Q2 | $534K | Buy |
+2,875
| New | +$534K | 0.17% | 97 |
|