HBK Sorce Advisory’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 |
-2,603
| Closed | -$396K | – | 569 |
|
|
2021
Q4 | $396K | Buy |
2,603
+103
| +4% | +$15.7K | 0.02% | 381 |
|
|
2021
Q3 | $644K | Buy |
2,500
+195
| +8% | +$50.2K | 0.04% | 273 |
|
|
2021
Q2 | $644K | Sell |
2,305
-879
| -28% | -$246K | 0.04% | 280 |
|
|
2021
Q1 | $645K | Buy |
3,184
+781
| +33% | +$158K | 0.04% | 255 |
|
|
2020
Q4 | $534K | Buy |
2,403
+239
| +11% | +$53.1K | 0.03% | 268 |
|
|
2020
Q3 | $466K | Buy |
+2,164
| New | +$466K | 0.03% | 270 |
|
|
2020
Q2 | – | Sell |
-4,681
| Closed | -$433K | – | 443 |
|
|
2020
Q1 | $433K | Buy |
4,681
+530
| +13% | +$49K | 0.04% | 226 |
|
|
2019
Q4 | $308K | Buy |
+4,151
| New | +$308K | 0.03% | 341 |
|