GM Advisory Group’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,534
| Closed | -$1.94M | – | 207 |
|
|
2021
Q3 | $1.94M | Sell |
7,534
-2,189
| -23% | -$563K | 0.2% | 65 |
|
|
2021
Q2 | $2.72M | Buy |
9,723
+2,337
| +32% | +$653K | 0.28% | 56 |
|
|
2021
Q1 | $1.5M | Buy |
7,386
+106
| +1% | +$21.5K | 0.18% | 68 |
|
|
2020
Q4 | $1.62M | Sell |
7,280
-10,611
| -59% | -$2.36M | 0.22% | 54 |
|
|
2020
Q3 | $3.85M | Sell |
17,891
-712
| -4% | -$153K | 0.59% | 30 |
|
|
2020
Q2 | $3.2M | Sell |
18,603
-6,633
| -26% | -$1.14M | 0.59% | 30 |
|
|
2020
Q1 | $2.33M | Buy |
+25,236
| New | +$2.33M | 0.64% | 26 |
|